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: FRINGE BENEFIT SPECIALISTS INC Service code 16 113 E WASHINGTON #18 · KIRKSVILLE, MO 63501 | Consulting | $8,755 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,558 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,887 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,321 | $52,953-52.2% | $172,739-85.3% | $65,185-61.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.60% | 30.12%-13.5pp | 802.84%-786.2pp | 29.38%-12.8pp |
| Employer contribution / active EE | $1,456 | $2,190-33.5% | $5,143-71.7% | $2,177-33.1% |
| Participant deferral / active EE | $1,409 | $2,471-43.0% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $127 | $472-73.0% | $13,954-99.1% | $847-85.0% |