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 | $42,850 |
GAINPLAN LLC1 year Service code 27 · EIN 36-4808144 | Advisory (Plan) | $25,760 |
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 | $33,699 | $73,638-54.2% | $95,952-64.9% | $73,488-54.1% |
| Participation rate | 87.9% | 76.2%+11.7pp | 77.1%+10.8pp | 70.7%+17.2pp |
| Annual return | 13.22% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $683 | $1,863-63.3% | $2,541-73.1% | $2,270-69.9% |
| Participant deferral / active EE | $2,246 | $3,617-37.9% | $4,167-46.1% | $3,740-39.9% |
| Admin fee / account holder | $268 | $482-44.4% | $6,795-96.1% | $513-47.8% |