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) | $49,731 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,602 |
Employer contribution per participant 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 | $37,289 | $54,237-31.2% | $90,281-58.7% | $67,579-44.8% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.3pp | 71.3%+25.3pp |
| Annual return | 25.02% | 37.27%-12.3pp | 78.10%-53.1pp | 378.56%-353.5pp |
| Employer contribution / active EE | $181 | $1,846-90.2% | $2,854-93.7% | $2,148-91.6% |
| Participant deferral / active EE | $3,438 | $2,625+31.0% | $3,885-11.5% | $3,539-2.9% |
| Admin fee / account holder | $267 | $123+116.3% | $5,351-95.0% | $142+87.6% |