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 |
|---|---|---|
SPC FINANCIAL, INC.1 year Service code 27 · EIN 52-0946018 | Advisory (Plan) | $11,171 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,105 | $93,571+2.7% | $135,903-29.3% | $75,163+27.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 20.55% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,669 | $6,404+66.6% | $7,758+37.5% | $4,125+158.6% |
| Admin fee / account holder | $46 | $6,975-99.3% | $10,762-99.6% | $5,651-99.2% |