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 | $53,967 |
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $52,320 |
KLESMAN & COMPANY, P.C.3 years Service code 10 · EIN 36-3606968 | Accounting | $13,056 |
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 | $87,952 | $47,722+84.3% | $82,719+6.3% | $64,808+35.7% |
| Participation rate | 91.3% | 67.6%+23.7pp | 72.6%+18.8pp | 71.5%+19.8pp |
| Annual return | -14.40% | -13.05%-1.3pp | 701.18%-715.6pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,680 | $2,179+23.0% | $3,009-10.9% | $2,506+7.0% |
| Participant deferral / active EE | $7,620 | $3,329+128.9% | $4,395+73.4% | $4,310+76.8% |
| Admin fee / account holder | $284 | $143+98.6% | $5,329-94.7% | $188+51.2% |