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: RT JONES CAPITAL EQITIES MGMT INC Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,568 |
Service code 16 | Consulting | $5,499 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,741 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $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 | $46,019 | $44,059+4.4% | $71,671-35.8% | $69,631-33.9% |
| Participation rate | 69.1% | 60.8%+8.4pp | 68.7%+0.4pp | 70.7%-1.5pp |
| Annual return | 15.60% | 21.97%-6.4pp | 20.65%-5.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,388 | $1,305+6.3% | $2,460-43.6% | $2,032-31.7% |
| Participant deferral / active EE | $3,286 | $2,370+38.7% | $3,438-4.4% | $3,224+1.9% |
| Admin fee / account holder | $44 | $108-58.8% | $5,558-99.2% | $110-59.8% |