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 | $42,409 |
FIRST MIDWEST BANK1 year Service code 27 · EIN 36-1495255 | Advisory (Plan) | $25,653 |
KLESMAN & COMPANY, P.C.1 year Service code 10 · EIN 36-3606968 | Accounting | $8,926 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 10 · EIN 13-2834414 | Accounting | $6,597 |
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 | $95,931 | $52,670+82.1% | $90,404+6.1% | $73,409+30.7% |
| Participation rate | 93.3% | 67.7%+25.6pp | 72.7%+20.6pp | 72.2%+21.1pp |
| Annual return | 15.57% | 20.70%-5.1pp | 1293.02%-1277.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,399 | $1,872+28.2% | $3,262-26.5% | $2,234+7.4% |
| Participant deferral / active EE | $6,701 | $2,807+138.7% | $3,963+69.1% | $3,805+76.1% |
| Admin fee / account holder | $260 | $117+122.9% | $5,611-95.4% | $158+64.9% |