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: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $24,364 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $874 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,587 | $46,732+162.3% | $156,549-21.7% | $55,167+122.2% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.6pp |
| Annual return | 7.91% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $7,847 | $2,105+272.8% | $5,501+42.6% | $1,963+299.8% |
| Participant deferral / active EE | $4,016 | $2,204+82.2% | $4,871-17.6% | $3,054+31.5% |
| Admin fee / account holder | $196 | $418-53.1% | $13,027-98.5% | $504-61.0% |