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: LAVINE,LOFGREN,MORRIS & ENGELBERG Service code 10 · EIN 33-0690020 | Accounting | $5,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,831 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $69,823-34.1% | $77,163-40.4% | $74,419-38.2% |
| Participation rate | 77.0% | 70.0%+7.0pp | 69.6%+7.5pp | 70.7%+6.3pp |
| Annual return | 17.99% | 19.98%-2.0pp | 37.87%-19.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,077 | $2,150-49.9% | $2,535-57.5% | $2,637-59.2% |
| Participant deferral / active EE | $4,156 | $3,558+16.8% | $3,833+8.4% | $4,528-8.2% |
| Admin fee / account holder | $32 | $398-91.8% | $5,472-99.4% | $348-90.7% |