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 |
|---|---|---|
THE HARTFORD2+ years Filed as: HARTFORD LIFE INS CO. Service code 15 · EIN 06-0974148 | Recordkeeping | $18,598 |
Filed as: INTERSECURITIES INS AGY INC Service code 99 · EIN 42-1517005 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,258 | $37,213-53.6% | $156,549-89.0% | $63,975-73.0% |
| Participation rate | 22.9% | 65.0%-42.0pp | 84.0%-61.1pp | 71.1%-48.2pp |
| Annual return | 11.57% | 47.89%-36.3pp | 32.23%-20.7pp | 48.65%-37.1pp |
| Employer contribution / active EE | $414 | $1,357-69.5% | $5,501-92.5% | $2,182-81.0% |
| Participant deferral / active EE | $783 | $2,070-62.2% | $4,871-83.9% | $3,356-76.7% |
| Admin fee / account holder | $51 | $56-9.7% | $13,027-99.6% | $70-27.8% |