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 37 · EIN 04-2647786 | Loan Processing | $68,213 |
FELDMAN, INGARDONA & CO.2 years Filed as: FELDMAN, INGARDONA Service code 17 · EIN 36-4137178 | Pension Consulting | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,863 | $62,111+43.1% | $71,671+24.0% | $177,276-49.9% |
| Participation rate | 69.3% | 69.4%-0.2pp | 68.7%+0.5pp | 74.8%-5.6pp |
| Annual return | 17.96% | 17.83%+0.1pp | 20.65%-2.7pp | 21.25%-3.3pp |
| Employer contribution / active EE | $1,120 | $2,059-45.6% | $2,460-54.5% | $2,479-54.8% |
| Participant deferral / active EE | $3,513 | $2,943+19.3% | $3,438+2.2% | $3,881-9.5% |
| Admin fee / account holder | $20 | $66-70.5% | $5,558-99.6% | $154-87.3% |