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 4-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 | $34,799 |
LINSCOMB & WILLIAMS1 year Filed as: LINSCOMB & WILLIAMS INC Service code 27 · EIN 20-3395446 | Advisory (Plan) | $28,756 |
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 | $50,025 | $72,137-30.7% | $142,449-64.9% | $71,457-30.0% |
| Participation rate | 98.7% | 71.7%+27.0pp | 76.8%+22.0pp | 67.9%+30.8pp |
| Annual return | 53.01% | 21.15%+31.9pp | 19.99%+33.0pp | 28.85%+24.2pp |
| Employer contribution / active EE | $9,514 | $3,793+150.8% | $4,847+96.3% | $2,588+267.7% |
| Participant deferral / active EE | $10,969 | $5,280+107.7% | $6,283+74.6% | $4,289+155.8% |
| Admin fee / account holder | $239 | $1,433-83.3% | $10,011-97.6% | $1,587-84.9% |