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 |
|---|---|---|
THE FIDUCIARY GROUP2+ years Service code 26 · EIN 47-3210786 | Advisory (Participants) | $13,020 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991 | Discretionary Trustee | $5,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,896 | $37,044-35.5% | $71,796-66.7% | $57,658-58.6% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.1%-36.7pp | 70.2%-37.8pp |
| Annual return | 5.59% | 12.64%-7.1pp | 78.04%-72.5pp | 5.13%+0.5pp |
| Employer contribution / active EE | $475 | $720-34.0% | $1,924-75.3% | $1,974-75.9% |
| Participant deferral / active EE | $884 | $1,974-55.2% | $2,794-68.4% | $3,061-71.1% |
| Admin fee / account holder | $245 | $101+142.6% | $4,815-94.9% | $95+159.1% |