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 | $30,511 |
PURSHE KAPLAN STERLING INV2 years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $11,770 |
Filed as: PROCYON INSTITUTIONAL PARTNERS INC Service code 27 · EIN 82-1646066 | Advisory (Plan) | $9,646 |
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 | $45,202 | $104,475-56.7% | $159,436-71.6% | $79,386-43.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.82% | 67.95%-49.1pp | 263.57%-244.8pp | 116.85%-98.0pp |
| Employer contribution / active EE | $5,048 | $3,417+47.7% | $4,829+4.5% | $2,427+108.0% |
| Participant deferral / active EE | $8,360 | $6,467+29.3% | $7,352+13.7% | $4,046+106.6% |
| Admin fee / account holder | $145 | $711-79.6% | $10,799-98.7% | $626-76.8% |