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 |
|---|---|---|
QBI, LLC4+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 913642203 | Recordkeeping | $11,569 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 65-0802319 SUITE 200 · NORTHBROOK, IL 60062 | Investment Management | $0 |
LPL FINANCIAL4+ years Filed as: LPL Service code 28 P.O. BOX 502308 · SAN DIEGO, CA 92150 | Investment Management | $0 |
NATIONWIDE4+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $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 | $65,079 | $54,762+18.8% | $90,281-27.9% | $72,985-10.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 6.66% | 30.63%-24.0pp | 78.10%-71.4pp | 81.00%-74.3pp |
| Employer contribution / active EE | $2,346 | $2,092+12.1% | $2,854-17.8% | $2,440-3.9% |
| Participant deferral / active EE | $3,140 | $2,887+8.8% | $3,885-19.2% | $3,607-13.0% |
| Admin fee / account holder | $143 | $3,972-96.4% | $5,351-97.3% | $5,124-97.2% |