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 Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 805 KING FARM BLVD STE 300 · ROCKVILLE, MD 20850 | Accounting | $10,000 |
ABACUS BENEFIT CONSULTANTS INC4+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $1,294 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MGMT CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,313 | $44,873-34.7% | $79,464-63.1% | $56,287-47.9% |
| Participation rate | 57.7% | 68.7%-11.1pp | 73.3%-15.7pp | 69.9%-12.2pp |
| Annual return | -1.56% | 0.81%-2.4pp | 718.14%-719.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $2,246 | $2,140+5.0% | $2,800-19.8% | $2,111+6.4% |
| Participant deferral / active EE | $2,696 | $2,746-1.8% | $3,704-27.2% | $3,350-19.5% |
| Admin fee / account holder | $65 | $418-84.6% | $5,113-98.7% | $521-87.6% |