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 |
|---|---|---|
JANE MORRIS1+ years Filed as: JANE MCQUIGGIN-HUTSON Service code 22 2307 W PARMER LANE · AUSTIN, TX 78727 | Insurance Broker | $8,183 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,595 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,782 | $39,245-39.4% | $64,105-62.9% | $52,331-54.6% |
| Participation rate | 85.8% | 58.2%+27.5pp | 68.2%+17.6pp | 68.1%+17.7pp |
| Annual return | -1.15% | 14.79%-15.9pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,174 | $736+59.5% | $1,820-35.5% | $1,882-37.6% |
| Participant deferral / active EE | $2,777 | $1,992+39.4% | $2,822-1.6% | $3,022-8.1% |
| Admin fee / account holder | $22 | $592-96.4% | $4,499-99.5% | $592-96.4% |