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 |
|---|---|---|
Filed as: ROSS SINCLAIRE&ASSOCIATES Service code 27 · EIN 20-2461737 | Advisory (Plan) | $46,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,968 | $55,790-12.2% | $76,817-36.3% | $67,579-27.5% |
| Participation rate | 50.1% | 71.1%-21.0pp | 72.1%-22.0pp | 71.3%-21.2pp |
| Annual return | 21.39% | 64.45%-43.1pp | 1166.11%-1144.7pp | 378.56%-357.2pp |
| Employer contribution / active EE | $698 | $1,810-61.4% | $2,302-69.7% | $2,148-67.5% |
| Participant deferral / active EE | $2,137 | $2,875-25.7% | $3,336-35.9% | $3,539-39.6% |
| Admin fee / account holder | $124 | $159-21.8% | $6,420-98.1% | $142-12.5% |