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 59-2937883 | Advisory (Plan) | $32,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,844 |
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 | $100,392 | $99,957+0.4% | $149,696-32.9% | $73,488+36.6% |
| Participation rate | 84.0% | 75.7%+8.3pp | 82.5%+1.5pp | 70.7%+13.3pp |
| Annual return | 19.90% | 53.87%-34.0pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,231 | $3,191-30.1% | $4,644-52.0% | $2,270-1.7% |
| Participant deferral / active EE | $8,182 | $6,073+34.7% | $6,842+19.6% | $3,740+118.8% |
| Admin fee / account holder | $22 | $551-96.0% | $9,309-99.8% | $513-95.7% |