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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,552 |
REGIONS BANK3 years Service code 22 · EIN 63-0589368 | Insurance Broker | $16,071 |
AB FUNDS3 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 13-5657669 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,096 | $60,795-40.6% | $69,455-48.0% | $65,185-44.6% |
| Participation rate | 68.1% | 74.9%-6.8pp | 74.6%-6.5pp | 70.2%-2.1pp |
| Annual return | 27.58% | 17.46%+10.1pp | 28.97%-1.4pp | 29.38%-1.8pp |
| Employer contribution / active EE | $321 | $2,452-86.9% | $2,779-88.5% | $2,177-85.3% |
| Participant deferral / active EE | $941 | $3,162-70.2% | $3,535-73.4% | $3,514-73.2% |
| Admin fee / account holder | $300 | $314-4.2% | $3,839-92.2% | $847-64.5% |