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 |
|---|---|---|
ARNOLD & KADJAN1 year Service code 29 · EIN 36-2498571 | Legal | $19,072 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $15,750 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $715 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,628 | $58,726-46.1% | $92,233-65.7% | $62,292-49.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.83% | 43.62%-30.8pp | 176.28%-163.4pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,658 | $2,392-30.7% | $3,679-54.9% | $2,042-18.8% |
| Participant deferral / active EE | $850 | $2,766-69.3% | $3,897-78.2% | $3,169-73.2% |
| Admin fee / account holder | $271 | $556-51.3% | $5,194-94.8% | $479-43.5% |