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 15 · EIN 16-1503696 | Recordkeeping | $18,232 |
Service code 16 320 6TH AVE SE · ABERDEEN, SD 57401 | Consulting | $7,866 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,640 | $54,701-42.2% | $86,188-63.3% | $71,457-55.7% |
| Participation rate | 84.8% | 60.1%+24.7pp | 69.0%+15.8pp | 67.9%+16.9pp |
| Annual return | 10.81% | 20.06%-9.2pp | 1168.45%-1157.6pp | 28.85%-18.0pp |
| Employer contribution / active EE | $320 | $1,265-74.7% | $2,380-86.6% | $2,588-87.6% |
| Participant deferral / active EE | $1,235 | $3,108-60.3% | $3,985-69.0% | $4,289-71.2% |
| Admin fee / account holder | $246 | $1,922-87.2% | $6,852-96.4% | $1,587-84.5% |