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 |
|---|---|---|
MOUNTJOY CHILTON MEDLEY LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $1,875 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,372 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON LG CAP VALUE ADV Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,466 | $145,904-73.0% | $83,848-52.9% | - |
| Participation rate | 97.0% | 64.1%+32.9pp | 76.1%+20.8pp | - |
| Annual return | -5.30% | -3.19%-2.1pp | 850.88%-856.2pp | - |
| Employer contribution / active EE | $2,485 | $1,734+43.3% | $3,631-31.6% | - |
| Participant deferral / active EE | $5,810 | $2,760+110.5% | $4,082+42.3% | - |
| Admin fee / account holder | $26 | $8,727-99.7% | $5,478-99.5% | - |