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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,025 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 7335 E PALMER-WASILLA HWY · PALMER, AK 99645 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,764 | $38,595-25.5% | $80,004-64.0% | $52,331-45.0% |
| Participation rate | 93.0% | 64.5%+28.5pp | 73.0%+20.0pp | 68.1%+24.9pp |
| Annual return | -2.82% | 2.04%-4.9pp | 7.63%-10.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,652 | $1,133+45.8% | $2,473-33.2% | $1,882-12.2% |
| Participant deferral / active EE | $6,603 | $2,318+184.8% | $3,204+106.1% | $3,022+118.5% |
| Admin fee / account holder | $15 | $304-95.2% | $5,033-99.7% | $592-97.5% |