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 26 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $49,176 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,552 | $43,999-35.1% | $79,464-64.1% | $55,725-48.8% |
| Participation rate | 94.1% | 66.9%+27.1pp | 73.3%+20.7pp | 70.9%+23.2pp |
| Annual return | -7.37% | 1.81%-9.2pp | 718.14%-725.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $159 | $1,830-91.3% | $2,800-94.3% | $2,078-92.3% |
| Participant deferral / active EE | $2,960 | $2,538+16.6% | $3,704-20.1% | $3,356-11.8% |
| Admin fee / account holder | $254 | $118+116.3% | $5,113-95.0% | $115+120.7% |