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 | $39,547 |
WINDHAM BRANNON2+ years Service code 16 · EIN 58-1763439 | Consulting | $10,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,010 | $31,370+69.0% | $74,583-28.9% | $63,975-17.1% |
| Participation rate | 88.4% | 42.6%+45.9pp | 68.1%+20.3pp | 71.1%+17.3pp |
| Annual return | 8.14% | -105.16%+113.3pp | 20.47%-12.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,090 | $822+32.6% | $2,525-56.8% | $2,182-50.0% |
| Participant deferral / active EE | $3,739 | $1,560+139.7% | $3,458+8.1% | $3,356+11.4% |
| Admin fee / account holder | $11 | $77-85.5% | $4,138-99.7% | $70-84.2% |