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 | $10,395 |
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 COMPANY5 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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 | $60,284 | $57,651+4.6% | $112,229-46.3% | $71,457-15.6% |
| Participation rate | 87.0% | 58.9%+28.1pp | 72.4%+14.6pp | 67.9%+19.1pp |
| Annual return | 17.19% | 18.32%-1.1pp | 30.20%-13.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $478 | $1,913-75.0% | $3,430-86.1% | $2,588-81.5% |
| Participant deferral / active EE | $2,700 | $2,863-5.7% | $4,798-43.7% | $4,289-37.0% |
| Admin fee / account holder | $73 | $1,581-95.4% | $7,748-99.1% | $1,587-95.4% |