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 4-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 | $105,554 |
BRUTON FINANCIAL ADVISORS3+ years Service code 27 · EIN 20-1145119 | Advisory (Plan) | $100,118 |
RAINER & COMPANY3+ years Service code 10 · EIN 23-2183936 | Accounting | $13,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,476 | $90,410-24.3% | $91,001-24.8% | $77,958-12.2% |
| Participation rate | 95.1% | 86.4%+8.7pp | 75.6%+19.5pp | 71.6%+23.4pp |
| Annual return | 19.74% | 21.34%-1.6pp | 4.60%+15.1pp | 20.87%-1.1pp |
| Employer contribution / active EE | $1,867 | $3,392-45.0% | $2,456-24.0% | $2,310-19.2% |
| Participant deferral / active EE | $6,172 | $4,816+28.2% | $3,547+74.0% | $3,537+74.5% |
| Admin fee / account holder | $169 | $79+113.7% | $5,417-96.9% | $97+73.3% |