See peer percentile detail. $4.99 for your first month.
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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 FUND MGMT1 year Filed as: RETIREMENT FUND MANAGEMENT, LLC Service code 27 · EIN 58-2223362 | Advisory (Plan) | $12,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $250 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 15 · EIN 62-1200951 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $82,497 | $85,202-3.2% | $172,739-52.2% | $72,985+13.0% |
| Participation rate | 98.6% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 23.63% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,524 | $3,324-24.1% | $5,143-50.9% | $2,440+3.4% |
| Participant deferral / active EE | $3,395 | $3,260+4.1% | $5,198-34.7% | $3,607-5.9% |
| Admin fee / account holder | $519 | $5,884-91.2% | $13,954-96.3% | $5,124-89.9% |