See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
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 | $70,231 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,625 |
COHEN & COMPANY3 years Filed as: COHEN & COMPANY, LTD. Service code 15 · EIN 34-1912961 | Recordkeeping | $11,986 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,826 | $70,908+54.9% | $98,907+11.0% | $73,488+49.4% |
| Participation rate | 89.7% | 73.8%+15.9pp | 76.0%+13.7pp | 70.7%+19.0pp |
| Annual return | 10.52% | 34.17%-23.7pp | 196.43%-185.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $7 | $2,036-99.6% | $2,689-99.7% | $2,270-99.7% |
| Participant deferral / active EE | $2,337 | $3,500-33.2% | $4,244-44.9% | $3,740-37.5% |
| Admin fee / account holder | $504 | $535-5.7% | $6,642-92.4% | $513-1.7% |