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 37 · EIN 04-2647786 | Loan Processing | $68,985 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $45,941 |
LING & BOUMAN, LLP5 years Service code 10 · EIN 81-4590836 | Accounting | $10,400 |
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 | $23,083 | $30,555-24.5% | $80,716-71.4% | $86,799-73.4% |
| Participation rate | 87.6% | 37.2%+50.4pp | 54.2%+33.4pp | 72.3%+15.3pp |
| Annual return | 15.20% | 30.35%-15.1pp | 87.28%-72.1pp | 97.91%-82.7pp |
| Employer contribution / active EE | $132 | $472-72.0% | $1,160-88.6% | $2,405-94.5% |
| Participant deferral / active EE | $2,618 | $1,050+149.4% | $2,146+22.0% | $4,131-36.6% |
| Admin fee / account holder | $114 | $135-16.1% | $3,380-96.6% | $170-33.0% |