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 13 · EIN 42-0127290 | Contract Administrator | $11,036 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,902 | $62,603-9.1% | $104,294-45.4% | $66,914-15.0% |
| Participation rate | 89.2% | 59.6%+29.6pp | 73.3%+16.0pp | 69.8%+19.4pp |
| Annual return | -14.12% | -14.70%+0.6pp | 24.61%-38.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $480 | $1,972-75.6% | $3,372-85.8% | $2,544-81.1% |
| Participant deferral / active EE | $2,928 | $2,853+2.7% | $4,625-36.7% | $4,237-30.9% |
| Admin fee / account holder | $80 | $656-87.8% | $7,339-98.9% | $593-86.6% |