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 6-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 |
|---|---|---|
MAXUS PLAN SOLUTIONS1+ years Service code 15 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Recordkeeping | $13,406 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $12,053 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 5350 77 CENTER DRIVE STE 200 · CHARLOTTE, NC 12345 | Recordkeeping | $1,166 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 4804 DEER LAKE DR, E 5TH FLOOR · JACKSONVILLE, FL 33246 | Insurance Broker | $876 |
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 | $30,215 | $52,953-42.9% | $172,739-82.5% | $65,185-53.6% |
| Participation rate | 93.4% | 66.2%+27.2pp | 82.6%+10.8pp | 70.2%+23.2pp |
| Annual return | 24.91% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,580 | $2,190-27.8% | $5,143-69.3% | $2,177-27.4% |
| Participant deferral / active EE | $3,998 | $2,471+61.8% | $5,198-23.1% | $3,514+13.8% |
| Admin fee / account holder | $222 | $472-53.0% | $13,954-98.4% | $847-73.8% |