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 |
|---|---|---|
AGGREGATE RETIREMENT SERVICES2+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $21,813 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $8,355 |
NATIONAL FINANCIA1 year Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL1 year Service code 33 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,024 | $44,989-57.7% | $170,442-88.8% | $77,958-75.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 86.38% | 19.61%+66.8pp | 205.93%-119.6pp | 20.87%+65.5pp |
| Employer contribution / active EE | $3,435 | $1,466+134.3% | $5,433-36.8% | $2,310+48.7% |
| Participant deferral / active EE | $5,197 | $2,208+135.4% | $4,939+5.2% | $3,537+46.9% |
| Admin fee / account holder | $23 | $69-66.6% | $13,880-99.8% | $97-76.3% |