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 | $66,427 |
Service code 49 · EIN 52-2114207 | Other Services | $42,234 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $9,072 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $445 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,429 | $89,465-48.1% | $164,866-71.8% | $77,671-40.2% |
| Participation rate | 97.2% | 78.6%+18.6pp | 78.6%+18.6pp | 70.6%+26.7pp |
| Annual return | 22.15% | 28.81%-6.7pp | 69.97%-47.8pp | 31.21%-9.1pp |
| Employer contribution / active EE | $2,839 | $2,568+10.6% | $4,343-34.6% | $2,726+4.1% |
| Participant deferral / active EE | $7,727 | $4,897+57.8% | $6,033+28.1% | $4,648+66.2% |
| Admin fee / account holder | $108 | $340-68.1% | $12,689-99.1% | $430-74.9% |