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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP3+ years Service code 17 · EIN 65-1212237 | Pension Consulting | $31,561 |
BOUTWELL FAY LLP1 year Service code 29 · EIN 33-0802931 | Legal | $5,352 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,641 |
Form 5500 reported that benefits due were not provided when due.
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 | $58,787 | $48,835+20.4% | $170,442-65.5% | $177,276-66.8% |
| Participation rate | 77.7% | 72.1%+5.6pp | 83.6%-5.9pp | 74.8%+2.9pp |
| Annual return | 17.53% | 19.44%-1.9pp | 205.93%-188.4pp | 21.25%-3.7pp |
| Employer contribution / active EE | $1,647 | $1,798-8.4% | $5,433-69.7% | $2,479-33.6% |
| Participant deferral / active EE | $4,916 | $2,757+78.3% | $4,939-0.5% | $3,881+26.7% |
| Admin fee / account holder | $20 | $52-62.0% | $13,880-99.9% | $154-87.2% |