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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0558143 | Advisory (Plan) | $13,666 |
Filed as: TRANSAMERICA RETIRMENT SOLUTIOON Service code 15 · EIN 13-3689044 | Recordkeeping | $7,626 |
Filed as: QUALIFED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $750 |
MORNINGSTAR5 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,915 | $58,879-8.4% | $178,490-69.8% | $73,488-26.6% |
| Participation rate | 68.4% | 66.2%+2.2pp | 81.9%-13.5pp | 70.7%-2.3pp |
| Annual return | 20.95% | 24.86%-3.9pp | 151.07%-130.1pp | 28.51%-7.6pp |
| Employer contribution / active EE | $797 | $2,236-64.4% | $5,011-84.1% | $2,270-64.9% |
| Participant deferral / active EE | $2,422 | $2,567-5.7% | $5,202-53.4% | $3,740-35.2% |
| Admin fee / account holder | $233 | $400-41.7% | $13,984-98.3% | $513-54.5% |