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 |
|---|---|---|
KINWELL LLC1 year Service code 28 · EIN 82-2977833 | Investment Management | $27,351 |
QUESTIS ADVISOR PARTNERS2 years Filed as: QUESTIS, INC. Service code 28 · EIN 46-5442222 | Investment Management | $8,596 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $4,820 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,726 | $76,000-34.6% | $154,107-67.7% | $64,186-22.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.98% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $5,131 | $3,351+53.1% | $5,298-3.1% | $2,381+115.5% |
| Participant deferral / active EE | $4,316 | $3,175+35.9% | $5,081-15.0% | $3,470+24.4% |
| Admin fee / account holder | $272 | $5,596-95.1% | $13,411-98.0% | $4,888-94.4% |