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 4-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 |
|---|---|---|
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S 401(K), INC. Service code 70 · EIN 75-2261114 | Consulting Fees | $15,798 |
JOHNSON & SHELDON, PLLC1+ years Filed as: JOHNSON & SHELDON PLLC Service code 10 · EIN 46-3602660 | Accounting | $5,100 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,586 | $58,828-88.8% | $77,999-91.6% | $62,891-89.5% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | -22.51% | 17.16%-39.7pp | 425.96%-448.5pp | 20.14%-42.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $177 | $4,393-96.0% | $5,480-96.8% | $4,296-95.9% |