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 |
|---|---|---|
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $2,450 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
LPL FINANCIAL1 year Filed as: WADDELL AND REED Service code 28 · EIN 51-0261715 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $21,426 | $88,122-75.7% | $141,162-84.8% | $67,579-68.3% |
| Participation rate | 70.5% | 76.5%-6.0pp | 82.5%-12.0pp | 71.3%-0.8pp |
| Annual return | 50.16% | 75.40%-25.2pp | 71.39%-21.2pp | 378.56%-328.4pp |
| Employer contribution / active EE | $1,188 | $3,224-63.2% | $4,735-74.9% | $2,148-44.7% |
| Participant deferral / active EE | $4,397 | $5,958-26.2% | $6,709-34.5% | $3,539+24.2% |
| Admin fee / account holder | $10 | $131-92.7% | $10,261-99.9% | $142-93.3% |