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 |
|---|---|---|
ARONSON LLC1 year Service code 10 · EIN 52-1779415 805 KING FARM BOULEVARD · ROCKVILLE, MD 20850 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $67,805 | $138,065-50.9% | $123,544-45.1% | $135,375-49.9% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -3.74% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,061 | $5,151-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $4,124 | $6,799-39.3% | $6,426-35.8% | $5,609-26.5% |
| Admin fee / account holder | $82 | $10,916-99.3% | $9,284-99.1% | $10,827-99.2% |