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 15 · EIN 84-0467907 | Recordkeeping | $170,824 |
TRUSTMARK NATIONAL BANK4+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $69,646 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,058 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $428 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,760 | $60,396-73.9% | $83,848-81.2% | $75,289-79.1% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.1%+22.0pp | 72.4%+25.7pp |
| Annual return | -4.89% | 3.84%-8.7pp | 850.88%-855.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $263 | $3,343-92.1% | $3,631-92.8% | $2,405-89.1% |
| Participant deferral / active EE | $1,052 | $2,922-64.0% | $4,082-74.2% | $3,739-71.9% |
| Admin fee / account holder | $62 | $141-56.4% | $5,478-98.9% | $102-39.8% |