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 | $9,841 |
PURSHE KAPLAN STERLING INV2+ years Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Other Commissions | $9,445 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,340 | $52,884-55.9% | $84,750-72.5% | $55,167-57.7% |
| Participation rate | 88.1% | 67.5%+20.6pp | 76.6%+11.5pp | 69.0%+19.1pp |
| Annual return | 11.88% | 18.03%-6.1pp | 22.78%-10.9pp | 169.23%-157.3pp |
| Employer contribution / active EE | $502 | $2,233-77.5% | $3,574-86.0% | $1,963-74.4% |
| Participant deferral / active EE | $4,697 | $2,644+77.7% | $3,712+26.6% | $3,054+53.8% |
| Admin fee / account holder | $48 | $581-91.7% | $5,332-99.1% | $504-90.4% |