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 | $12,997 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $12,689 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,068 | $65,435-55.6% | $86,677-66.5% | $66,914-56.6% |
| Participation rate | 81.2% | 75.5%+5.7pp | 76.6%+4.6pp | 69.8%+11.4pp |
| Annual return | -18.42% | -10.89%-7.5pp | 35.91%-54.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,258 | $2,153+4.8% | $2,836-20.4% | $2,544-11.3% |
| Participant deferral / active EE | $3,849 | $4,100-6.1% | $4,656-17.3% | $4,237-9.2% |
| Admin fee / account holder | $137 | $642-78.7% | $7,493-98.2% | $593-77.0% |