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 |
|---|---|---|
SUNDVOLD FINANCIAL1 year Filed as: SUNDVOLD CAPITAL MANAGEMENT LLC Service code 27 · EIN 43-1823054 | Advisory (Plan) | $21,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,041 | $80,005-51.2% | $140,016-72.1% | $55,725-29.9% |
| Participation rate | 49.5% | 87.0%-37.5pp | 87.5%-38.0pp | 70.9%-21.3pp |
| Annual return | -4.22% | 0.46%-4.7pp | 651.12%-655.3pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,382 | $3,403-59.4% | $5,606-75.3% | $2,078-33.5% |
| Participant deferral / active EE | $2,448 | $5,264-53.5% | $6,927-64.7% | $3,356-27.0% |
| Admin fee / account holder | $155 | $116+34.2% | $10,705-98.6% | $115+34.8% |