See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,504 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $12,616 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $6,080 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,429 | $58,879-70.4% | $178,490-90.2% | $73,488-76.3% |
| Participation rate | 60.8% | 66.2%-5.5pp | 81.9%-21.2pp | 70.7%-9.9pp |
| Annual return | 14.39% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $634 | $2,236-71.6% | $5,011-87.3% | $2,270-72.1% |
| Participant deferral / active EE | $1,593 | $2,567-38.0% | $5,202-69.4% | $3,740-57.4% |
| Admin fee / account holder | $172 | $400-56.9% | $13,984-98.8% | $513-66.4% |