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 |
|---|---|---|
MOLINARI OSWALD LLC1+ years Service code 16 · EIN 23-3015901 | Consulting | $4,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,704 |
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 | $88,767 | $54,320+63.4% | $67,652+31.2% | $52,331+69.6% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.7%+23.4pp | 68.1%+31.0pp |
| Annual return | -0.28% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $855 | $1,544-44.6% | $2,266-62.3% | $1,882-54.6% |
| Participant deferral / active EE | $3,537 | $2,950+19.9% | $3,560-0.6% | $3,022+17.0% |
| Admin fee / account holder | $44 | $527-91.6% | $4,821-99.1% | $592-92.5% |