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 | $15,964 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON ASSET MANAGMENT LLC Service code 27 · EIN 42-1582751 | Advisory (Plan) | $6,221 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $685 |
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 | $71,349 | $88,083-19.0% | $164,813-56.7% | $74,495-4.2% |
| Participation rate | 84.0% | 73.0%+10.9pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 18.97% | 17.26%+1.7pp | 69.93%-51.0pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $3,518 | $2,593+35.7% | $4,341-19.0% | $2,623+34.1% |
| Participant deferral / active EE | $2,788 | $4,498-38.0% | $6,031-53.8% | $4,346-35.8% |
| Admin fee / account holder | $104 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |