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 16 · EIN 04-3638035 | Consulting | $167,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,525 |
WOLF & COMPANY, P.C.8+ years Service code 10 · EIN 04-2689883 | Accounting | $18,508 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,883 | $95,388+19.4% | $125,339-9.1% | $77,904+46.2% |
| Participation rate | 98.0% | 78.6%+19.4pp | 82.4%+15.7pp | 73.7%+24.4pp |
| Annual return | -16.90% | 116.19%-133.1pp | 572.05%-589.0pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,986 | $3,666+8.7% | $4,814-17.2% | $2,848+40.0% |
| Participant deferral / active EE | $12,151 | $7,711+57.6% | $7,446+63.2% | $4,806+152.8% |
| Admin fee / account holder | $144 | $119+21.4% | $10,010-98.6% | $133+8.8% |