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 9-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 37 · EIN 04-2647786 | Loan Processing | $16,982 |
Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 37 · EIN 13-2624428 | Loan Processing | $6,341 |
Filed as: KESTRA ADVISORY SERVICE, LLC Service code 16 · EIN 35-3552359 | Consulting | $5,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,000 |
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).
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 | $27,927 | $123,286-77.3% | $75,670-63.1% | $77,958-64.2% |
| Participation rate | 72.8% | 78.8%-6.0pp | 72.3%+0.4pp | 71.6%+1.1pp |
| Annual return | 15.47% | 20.45%-5.0pp | 27.34%-11.9pp | 20.87%-5.4pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,488 | $3,095-51.9% | $3,142-52.7% | $3,537-57.9% |
| Admin fee / account holder | $14 | $144-90.3% | $5,800-99.8% | $97-85.6% |