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 27 · EIN 83-1730027 | Advisory (Plan) | $47,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,919 |
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 | $82,293 | $77,660+6.0% | $109,143-24.6% | $79,386+3.7% |
| Participation rate | 83.5% | 67.8%+15.7pp | 75.9%+7.7pp | 70.7%+12.8pp |
| Annual return | 31.47% | 23.44%+8.0pp | 25.75%+5.7pp | 116.85%-85.4pp |
| Employer contribution / active EE | $889 | $2,797-68.2% | $3,722-76.1% | $2,427-63.4% |
| Participant deferral / active EE | $5,520 | $3,518+56.9% | $4,653+18.6% | $4,046+36.4% |
| Admin fee / account holder | $235 | $732-67.9% | $6,752-96.5% | $626-62.5% |