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 9-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: GREENLINE WEATH MANAGEMENT LLC Service code 27 · EIN 83-1400761 | Advisory (Plan) | $70,000 |
Service code 49 · EIN 04-1590850 | Other Services | $25,812 |
Filed as: GREENLINE WEALTH MANAGEMENT LLC Service code 27 · EIN 83-1400761 | Advisory (Plan) | $5,626 |
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES INC Service code 53 · EIN 65-0939556 | Insurance Commissions | $2,937 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,387 | $51,288-13.5% | $81,983-45.9% | $73,409-39.5% |
| Participation rate | 98.2% | 64.0%+34.2pp | 69.2%+28.9pp | 72.2%+26.0pp |
| Annual return | 11.00% | 29.48%-18.5pp | 41.31%-30.3pp | 59.29%-48.3pp |
| Employer contribution / active EE | $869 | $1,487-41.5% | $2,498-65.2% | $2,234-61.1% |
| Participant deferral / active EE | $2,694 | $2,715-0.8% | $3,722-27.6% | $3,805-29.2% |
| Admin fee / account holder | $378 | $125+201.8% | $5,664-93.3% | $158+139.6% |