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 | $200,041 |
MSJC LLP3 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $72,809 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 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 | $31,976 | $40,113-20.3% | $84,015-61.9% | $77,787-58.9% |
| Participation rate | 90.9% | 62.8%+28.1pp | 69.0%+21.9pp | 73.2%+17.7pp |
| Annual return | 18.92% | 23.27%-4.3pp | 71.31%-52.4pp | 32.57%-13.7pp |
| Employer contribution / active EE | $637 | $847-24.7% | $1,983-67.9% | $2,504-74.5% |
| Participant deferral / active EE | $3,149 | $2,030+55.1% | $3,239-2.8% | $3,967-20.6% |
| Admin fee / account holder | $188 | $92+105.6% | $6,101-96.9% | $100+88.2% |