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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,583 |
Filed as: IFP Service code 28 · EIN 59-3331424 | Investment Management | $12,085 |
JONES & ROTH, PC2 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $9,140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,399 | $66,302-64.7% | $110,238-78.8% | $56,287-58.4% |
| Participation rate | 79.8% | 74.9%+4.9pp | 79.8%0pp | 69.9%+9.9pp |
| Annual return | -6.64% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,013 | $2,047-50.5% | $3,826-73.5% | $2,111-52.0% |
| Participant deferral / active EE | $1,665 | $3,381-50.8% | $4,672-64.4% | $3,350-50.3% |
| Admin fee / account holder | $58 | $698-91.7% | $8,547-99.3% | $521-88.9% |