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 |
|---|---|---|
FINANCIAL LIFE ADVISORS2+ years Service code 26 · EIN 20-0201132 | Advisory (Participants) | $27,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,649 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,900 | $46,173+131.5% | $170,442-37.3% | $69,631+53.5% |
| Participation rate | 95.6% | 63.9%+31.7pp | 83.6%+12.0pp | 70.7%+24.9pp |
| Annual return | 21.29% | 21.62%-0.3pp | 205.93%-184.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,235 | $2,080+55.5% | $4,939-34.5% | $3,224+0.4% |
| Admin fee / account holder | $140 | $116+20.7% | $13,880-99.0% | $110+26.8% |