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 | $247,927 |
LAIKEN ASSOCIATES, INC.8+ years Filed as: LAIKEN ASSOCIATES INC Service code 16 · EIN 13-1980835 | Consulting | $71,900 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY LLC COMPAN Service code 16 · EIN 36-1436000 | Consulting | $25,167 |
Filed as: CBIZ SLD Service code 16 · EIN 94-2290202 | Consulting | $22,073 |
PORTFOLIO EVALUATIONS, INC.6 years Service code 16 · EIN 22-3189064 | Consulting | $6,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,799 | $140,190-45.9% | $115,756-34.5% | $77,904-2.7% |
| Participation rate | 95.0% | 81.0%+13.9pp | 77.1%+17.9pp | 73.7%+21.3pp |
| Annual return | -16.14% | -13.46%-2.7pp | 143.14%-159.3pp | 12.21%-28.3pp |
| Employer contribution / active EE | $5,576 | $3,169+76.0% | $3,793+47.0% | $2,848+95.8% |
| Participant deferral / active EE | $8,092 | $5,401+49.8% | $6,254+29.4% | $4,806+68.4% |
| Admin fee / account holder | $104 | $138-25.0% | $8,124-98.7% | $133-21.6% |