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 15 · EIN 35-0145825 | Recordkeeping | $124,537 |
Filed as: RT JONES CAPITAL EQUITIES Service code 26 · EIN 20-1090152 | Advisory (Participants) | $7,447 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,770 | $60,607-1.4% | $189,557-68.5% | $86,799-31.1% |
| Participation rate | 47.4% | 68.9%-21.5pp | 78.4%-31.0pp | 72.3%-24.8pp |
| Annual return | 18.38% | 65.18%-46.8pp | 64.17%-45.8pp | 97.91%-79.5pp |
| Employer contribution / active EE | $1,433 | $1,626-11.8% | $4,412-67.5% | $2,405-40.4% |
| Participant deferral / active EE | $2,693 | $3,895-30.9% | $6,174-56.4% | $4,131-34.8% |
| Admin fee / account holder | $38 | $159-76.3% | $9,807-99.6% | $170-77.8% |