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 49 · EIN 04-1590850 | Other Services | $23,773 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
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).
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 | $117,440 | $65,376+79.6% | $87,100+34.8% | $65,185+80.2% |
| Participation rate | 97.4% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.2pp |
| Annual return | 5.91% | 31.27%-25.4pp | 28.19%-22.3pp | 29.38%-23.5pp |
| Employer contribution / active EE | $3,357 | $1,822+84.2% | $2,521+33.1% | $2,177+54.2% |
| Participant deferral / active EE | $5,857 | $3,388+72.8% | $4,049+44.7% | $3,514+66.7% |
| Admin fee / account holder | $132 | $520-74.6% | $7,497-98.2% | $847-84.4% |