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 3-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 12 · EIN 47-0098400 | Claims processing; Consulting (pensio... | $29,550 |
Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $24,595 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $812 |
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 | $23,769 | $155,364-84.7% | $103,464-77.0% | $77,671-69.4% |
| Participation rate | 99.0% | 85.5%+13.5pp | 80.5%+18.5pp | 70.6%+28.4pp |
| Annual return | 100.99% | 19.02%+82.0pp | 23.91%+77.1pp | 31.21%+69.8pp |
| Employer contribution / active EE | $3,519 | $5,949-40.8% | $4,677-24.8% | $2,726+29.1% |
| Participant deferral / active EE | $5,030 | $8,482-40.7% | $6,624-24.1% | $4,648+8.2% |
| Admin fee / account holder | $165 | $503-67.3% | $9,410-98.3% | $430-61.8% |