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 | $15,894 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,000 |
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,831 | $87,870+35.2% | $113,168+5.0% | $74,304+59.9% |
| Participation rate | 89.3% | 70.7%+18.6pp | 76.6%+12.8pp | 60.3%+29.0pp |
| Annual return | 19.55% | 26.44%-6.9pp | 24.27%-4.7pp | 29.43%-9.9pp |
| Employer contribution / active EE | $5,627 | $2,277+147.1% | $2,975+89.1% | $2,241+151.1% |
| Participant deferral / active EE | $13,670 | $4,241+222.3% | $5,107+167.7% | $3,767+262.9% |
| Admin fee / account holder | $266 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |