See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $24,852 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,431 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,580 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,350 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,878 | $52,293-16.1% | $178,490-75.4% | $73,409-40.2% |
| Participation rate | 35.3% | 65.3%-30.1pp | 81.9%-46.7pp | 72.2%-36.9pp |
| Annual return | 19.13% | 34.75%-15.6pp | 151.07%-131.9pp | 59.29%-40.2pp |
| Employer contribution / active EE | $483 | $1,735-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $1,489 | $2,332-36.2% | $5,202-71.4% | $3,805-60.9% |
| Admin fee / account holder | $133 | $127+4.7% | $13,984-99.0% | $158-15.6% |