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 9-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 |
|---|---|---|
CGRPS1 year Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping | $425 |
Service code 15 · EIN 38-2065641 30680 TWELVE MILE RD. · FARMINGTON HILLS, MI 48334 | Recordkeeping | $175 |
NRG1 year Service code 26 · EIN 86-2989705 39500 HIGH POINTE BLVD., SUITE 190 · NOVI, MI 48375 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,694 | $102,382-75.9% | $147,005-83.2% | $80,874-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.71% | 134.89%-120.2pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,102 | $3,715+37.3% | $4,934+3.4% | $2,756+85.1% |
| Participant deferral / active EE | $4,170 | $6,646-37.3% | $8,070-48.3% | $4,297-2.9% |
| Admin fee / account holder | $4 | $7,942-100.0% | $13,006-100.0% | $6,935-99.9% |