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 |
|---|---|---|
B. CHAPIN1 year Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $19,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,236 |
Annual investment return 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 | $54,560 | $86,332-36.8% | $125,175-56.4% | $65,185-16.3% |
| Participation rate | 80.1% | 75.3%+4.8pp | 79.8%+0.4pp | 70.2%+9.9pp |
| Annual return | 4.84% | 27.43%-22.6pp | 43.79%-39.0pp | 29.38%-24.5pp |
| Employer contribution / active EE | $2,808 | $2,040+37.7% | $3,865-27.4% | $2,177+29.0% |
| Participant deferral / active EE | $2,627 | $3,537-25.7% | $4,937-46.8% | $3,514-25.2% |
| Admin fee / account holder | $277 | $609-54.6% | $9,702-97.1% | $847-67.3% |