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 3-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $16,311 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,256 |
Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST., 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $10,063 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,617 | $27,839-47.5% | $58,482-75.0% | $71,457-79.5% |
| Participation rate | 61.8% | 34.5%+27.2pp | 50.9%+10.9pp | 67.9%-6.2pp |
| Annual return | 16.51% | 26.81%-10.3pp | 4239.32%-4222.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,329 | $631+110.7% | $1,053+26.1% | $2,588-48.7% |
| Participant deferral / active EE | $1,958 | $1,206+62.3% | $1,924+1.8% | $4,289-54.3% |
| Admin fee / account holder | $168 | $1,641-89.8% | $2,516-93.3% | $1,587-89.4% |