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 | $8,411 |
FINANCIAL LIFE ADVISORS1+ years Service code 26 · EIN 20-0201132 | Advisory (Participants) | $5,147 |
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 | $93,164 | $36,916+152.4% | $156,549-40.5% | $57,658+61.6% |
| Participation rate | 89.6% | 63.4%+26.1pp | 84.0%+5.6pp | 70.2%+19.3pp |
| Annual return | 5.79% | 12.38%-6.6pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $6,012 | $1,571+282.8% | $5,501+9.3% | $1,974+204.6% |
| Participant deferral / active EE | $2,870 | $1,926+49.0% | $4,871-41.1% | $3,061-6.2% |
| Admin fee / account holder | $78 | $82-5.1% | $13,027-99.4% | $95-17.2% |