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 |
|---|---|---|
Filed as: ARGI INVESTMENT SERVICES, LLC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $17,178 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,855 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,743 | $36,916-54.6% | $156,549-89.3% | $57,658-71.0% |
| Participation rate | 39.9% | 63.4%-23.6pp | 84.0%-44.2pp | 70.2%-30.4pp |
| Annual return | 4.57% | 12.38%-7.8pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $109 | $1,571-93.0% | $5,501-98.0% | $1,974-94.5% |
| Participant deferral / active EE | $665 | $1,926-65.4% | $4,871-86.3% | $3,061-78.3% |
| Admin fee / account holder | $217 | $82+162.9% | $13,027-98.3% | $95+129.4% |