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 7-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 | $19,570 |
Filed as: INTEGRATED RETIREMENT PLAN SOLUTIO Service code 11 · EIN 46-4914104 | Actuarial | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,004 | $58,879+448.6% | $178,490+81.0% | $73,488+339.5% |
| Participation rate | 95.0% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.4pp |
| Annual return | 27.60% | 24.86%+2.7pp | 151.07%-123.5pp | 28.51%-0.9pp |
| Employer contribution / active EE | $22,395 | $2,236+901.5% | $5,011+346.9% | $2,270+886.5% |
| Participant deferral / active EE | $18,764 | $2,567+630.8% | $5,202+260.7% | $3,740+401.8% |
| Admin fee / account holder | $218 | $400-45.5% | $13,984-98.4% | $513-57.4% |