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 | $19,055 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $11,591 |
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 | $46,623 | $79,171-41.1% | $102,423-54.5% | $74,495-37.4% |
| Participation rate | 91.0% | 74.8%+16.2pp | 76.5%+14.5pp | 67.2%+23.8pp |
| Annual return | 20.14% | 54.93%-34.8pp | 29.32%-9.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $3,256 | $2,362+37.8% | $3,023+7.7% | $2,623+24.1% |
| Participant deferral / active EE | $5,658 | $4,415+28.1% | $5,053+12.0% | $4,346+30.2% |
| Admin fee / account holder | $144 | $2,001-92.8% | $9,451-98.5% | $1,942-92.6% |