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 |
|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC3 years Service code 99 · EIN 47-2523848 | Other Fees | $50,000 |
E.R.I.S.A., INC.9 years Service code 99 · EIN 36-3180571 | Other Fees | $9,204 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,779 | $89,436-32.0% | $164,813-63.1% | $77,643-21.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 15.35% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,504 | $2,569+36.4% | $4,341-19.3% | $2,726+28.6% |
| Participant deferral / active EE | $4,938 | $4,897+0.8% | $6,031-18.1% | $4,647+6.3% |
| Admin fee / account holder | $172 | $339-49.2% | $12,690-98.6% | $430-59.9% |