See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,490 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES, INC. Service code 53 · EIN 06-1493970 | Insurance Commissions | $4,253 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 13 | Contract Administrator | $854 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS,LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,651 | $52,670-76.0% | $90,404-86.0% | $73,409-82.8% |
| Participation rate | 23.9% | 67.7%-43.7pp | 72.7%-48.7pp | 72.2%-48.2pp |
| Annual return | 13.54% | 20.70%-7.2pp | 1293.02%-1279.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $521 | $2,807-81.4% | $3,963-86.8% | $3,805-86.3% |
| Admin fee / account holder | $135 | $117+16.0% | $5,611-97.6% | $158-14.2% |