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 | $73,440 |
FELDMAN, INGARDONA & CO.4+ years Service code 17 · EIN 36-4137178 | Pension Consulting | $54,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,283 | $57,605+30.7% | $67,313+11.8% | $68,904+9.3% |
| Participation rate | 69.9% | 67.4%+2.5pp | 69.1%+0.8pp | 74.1%-4.2pp |
| Annual return | -5.58% | -3.81%-1.8pp | -4.08%-1.5pp | 1.07%-6.7pp |
| Employer contribution / active EE | $1,202 | $2,219-45.8% | $2,566-53.2% | $2,540-52.7% |
| Participant deferral / active EE | $3,878 | $3,063+26.6% | $3,568+8.7% | $4,015-3.4% |
| Admin fee / account holder | $20 | $77-74.8% | $4,507-99.6% | $71-72.6% |