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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, MD 549147503 | Contract Administrator | $8,495 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $5,251 |
Service code 99 5 CONCOURSE PKWY · ATLANTA, GA 30328 | Other Fees | $2,545 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,981 | $58,264-26.2% | $86,612-50.4% | $71,457-39.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.32% | 21.63%-5.3pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,659 | $2,574+3.3% | $3,022-12.0% | $2,588+2.8% |
| Participant deferral / active EE | $4,078 | $3,436+18.7% | $4,438-8.1% | $4,289-4.9% |
| Admin fee / account holder | $12 | $1,057-98.8% | $5,614-99.8% | $1,587-99.2% |