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 9-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 49 · EIN 04-1590850 | Other Services | $183,220 |
MSJC LLP2 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $66,834 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,596 | $33,780-21.3% | $74,550-64.3% | $75,289-64.7% |
| Participation rate | 89.5% | 62.7%+26.9pp | 69.1%+20.4pp | 72.4%+17.1pp |
| Annual return | -3.79% | -1.24%-2.6pp | 32.53%-36.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $643 | $845-24.0% | $1,961-67.2% | $2,405-73.3% |
| Participant deferral / active EE | $3,037 | $1,890+60.7% | $3,108-2.3% | $3,739-18.8% |
| Admin fee / account holder | $178 | $86+106.7% | $5,060-96.5% | $102+74.4% |