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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $1,983 |
RETIREMENT STRATEGIES, INC.3 years Service code 15 · EIN 58-2380163 | Recordkeeping | $800 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $258 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,593 | $58,577-40.9% | $83,333-58.5% | $64,186-46.1% |
| Participation rate | 82.0% | 72.0%+10.0pp | 77.8%+4.3pp | 69.6%+12.5pp |
| Annual return | -5.75% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,543 | $2,098-26.4% | $3,379-54.3% | $2,381-35.2% |
| Participant deferral / active EE | $6,876 | $4,654+47.7% | $5,565+23.6% | $3,470+98.2% |
| Admin fee / account holder | $9 | $9,275-99.9% | $7,510-99.9% | $4,888-99.8% |