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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS2 years Service code 49 | Other Services | $7,587 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,886 |
RETIREMENT BENEFIT SOLUTIONS2 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 · EIN 54-1953648 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,627 | $84,487+15.6% | $125,339-22.1% | $66,914+45.9% |
| Participation rate | 67.5% | 76.4%-9.0pp | 82.4%-14.9pp | 69.8%-2.3pp |
| Annual return | -16.92% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,525 | $3,553+27.4% | $4,814-6.0% | $2,544+77.9% |
| Participant deferral / active EE | $7,228 | $6,781+6.6% | $7,446-2.9% | $4,237+70.6% |
| Admin fee / account holder | $292 | $685-57.4% | $10,010-97.1% | $593-50.8% |