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 |
|---|---|---|
Filed as: OXFORD FINANCIAL GROUP Service code 16 · EIN 35-1588335 | Consulting | $22,143 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,269 |
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 | $87,593 | $56,629+54.7% | $77,999+12.3% | $55,167+58.8% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.5%+23.5pp | 69.0%+30.1pp |
| Annual return | 6.08% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,404 | $1,723+97.6% | $2,470+37.8% | $1,963+73.5% |
| Participant deferral / active EE | $2,589 | $2,777-6.8% | $3,497-26.0% | $3,054-15.2% |
| Admin fee / account holder | $160 | $467-65.8% | $5,480-97.1% | $504-68.3% |