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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 14 · EIN 22-3189064 | Plan Administrator | $35,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $136,421 | $78,419+74.0% | $133,956+1.8% | $73,409+85.8% |
| Participation rate | 75.1% | 78.6%-3.5pp | 79.8%-4.7pp | 72.2%+3.0pp |
| Annual return | 22.53% | 33.35%-10.8pp | 45.09%-22.6pp | 59.29%-36.8pp |
| Employer contribution / active EE | $2,487 | $2,044+21.7% | $3,919-36.5% | $2,234+11.3% |
| Participant deferral / active EE | $6,739 | $3,925+71.7% | $5,048+33.5% | $3,805+77.1% |
| Admin fee / account holder | -$40 | $161-125.1% | $8,927-100.5% | $158-125.6% |