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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $113,049 |
KIDDER BENEFITS2 years Filed as: KIDDER ADVISORS, LLC Service code 16 · EIN 59-3331424 | Consulting | $74,235 |
WARNER FINANCIAL, INC.2 years Service code 16 · EIN 20-2676231 | Consulting | $51,963 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $97,569 | $79,519+22.7% | $95,952+1.7% | $73,409+32.9% |
| Participation rate | 94.5% | 81.2%+13.4pp | 77.1%+17.5pp | 72.2%+22.4pp |
| Annual return | 21.82% | 19.20%+2.6pp | 91.61%-69.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $5,674 | $2,048+177.1% | $2,541+123.3% | $2,234+154.0% |
| Participant deferral / active EE | $10,778 | $4,138+160.5% | $4,167+158.7% | $3,805+183.2% |
| Admin fee / account holder | $243 | $184+31.8% | $6,795-96.4% | $158+53.8% |