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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $61,658 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $12,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,974 |
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 | $134,500 | $80,753+66.6% | $136,294-1.3% | $62,292+115.9% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.9pp |
| Annual return | 18.01% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $4,785 | $2,884+65.9% | $4,695+1.9% | $2,042+134.3% |
| Participant deferral / active EE | $13,619 | $5,164+163.7% | $6,247+118.0% | $3,169+329.8% |
| Admin fee / account holder | $159 | $525-69.7% | $9,243-98.3% | $479-66.8% |