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 |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $78,524 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $11,786 |
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.
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 | $15,516 | $62,267-75.1% | $110,238-85.9% | $55,725-72.2% |
| Participation rate | 76.7% | 78.1%-1.4pp | 79.8%-3.1pp | 70.9%+5.8pp |
| Annual return | -5.96% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $38 | $1,941-98.1% | $3,826-99.0% | $2,078-98.2% |
| Participant deferral / active EE | $2,062 | $3,516-41.4% | $4,672-55.9% | $3,356-38.5% |
| Admin fee / account holder | $183 | $121+51.2% | $8,547-97.9% | $115+58.7% |