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 8-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 51 · EIN 45-3210377 | Investment Mgmt Fees | $17,246 |
CALIBER WEALTH MANAGEMENT LLC2+ years Filed as: CALIBER WEALTH MANAGEMENT, LLC Service code 27 1436 EAST 820 NORTH · OREM, UT 84097 | Advisory (Plan) | $15,802 |
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 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 | $26,668 | $58,655-54.5% | $91,989-71.0% | $65,185-59.1% |
| Participation rate | 87.8% | 75.3%+12.5pp | 78.6%+9.1pp | 70.2%+17.6pp |
| Annual return | 43.53% | 33.92%+9.6pp | 69.02%-25.5pp | 29.38%+14.1pp |
| Employer contribution / active EE | $2,930 | $2,080+40.8% | $3,452-15.1% | $2,177+34.6% |
| Participant deferral / active EE | $6,115 | $5,474+11.7% | $5,923+3.2% | $3,514+74.0% |
| Admin fee / account holder | $214 | $434-50.7% | $7,743-97.2% | $847-74.7% |