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 |
|---|---|---|
PAYPRO BENEFITS, LLC1+ years Service code 27 450 WIRELESS BLVD. · HAUPPAUGE, NY 11788 | Advisory (Plan) | $11,841 |
EXPERTPLAN, INC.1+ years Service code 15 · EIN 52-2269494 | Recordkeeping | $7,061 |
UNITED ASSET STRATEGIES INC1+ years Filed as: UNITED ASSET MANAGEMENT Service code 27 · EIN 11-3104524 | Advisory (Plan) | $5,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $237 |
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 | $19,799 | $39,245-49.6% | $64,105-69.1% | $52,331-62.2% |
| Participation rate | 99.5% | 58.2%+41.2pp | 68.2%+31.3pp | 68.1%+31.3pp |
| Annual return | -1.70% | 14.79%-16.5pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $307 | $736-58.3% | $1,820-83.1% | $1,882-83.7% |
| Participant deferral / active EE | $2,202 | $1,992+10.5% | $2,822-22.0% | $3,022-27.2% |
| Admin fee / account holder | $147 | $592-75.1% | $4,499-96.7% | $592-75.1% |