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 19 · EIN 51-0396365 | Securities Custodian | $206,680 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $22,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,353 | $52,293+26.9% | $178,490-62.8% | $73,409-9.6% |
| Participation rate | 93.2% | 65.3%+27.8pp | 81.9%+11.2pp | 72.2%+21.0pp |
| Annual return | 9.97% | 34.75%-24.8pp | 151.07%-141.1pp | 59.29%-49.3pp |
| Employer contribution / active EE | $1,821 | $1,735+4.9% | $5,011-63.7% | $2,234-18.5% |
| Participant deferral / active EE | $3,377 | $2,332+44.8% | $5,202-35.1% | $3,805-11.3% |
| Admin fee / account holder | $367 | $127+188.1% | $13,984-97.4% | $158+132.4% |