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 |
|---|---|---|
THE WEISS GROUP, INC.3+ years Service code 15 400 SKOKIE BLVD., SUITE #415 · NORTHBROOK, IL 60062 | Recordkeeping | $43,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,737 | $36,767-0.1% | $81,478-54.9% | $62,292-41.0% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.25% | 173.80%-155.6pp | 38.78%-20.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,605 | $2,111+165.6% | $3,537+58.5% | $3,169+76.9% |
| Admin fee / account holder | $129 | $797-83.8% | $4,561-97.2% | $479-73.1% |