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 8-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 | $19,999 |
BPM LLP1+ years Filed as: BPM ADVISORS INC Service code 16 · EIN 90-0779560 | Consulting | $6,999 |
Employer 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 | $28,917 | $67,606-57.2% | $82,313-64.9% | $70,131-58.8% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.5pp |
| Annual return | 31.25% | 21.57%+9.7pp | 25.88%+5.4pp | 73.14%-41.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,589 | $2,987+254.5% | $3,706+185.7% | $3,332+217.8% |
| Admin fee / account holder | $132 | $4,512-97.1% | $5,608-97.6% | $4,645-97.2% |