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 | $100,851 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $47,907 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,712 | $88,515-55.1% | $162,163-75.5% | $67,579-41.2% |
| Participation rate | 90.3% | 86.8%+3.4pp | 87.6%+2.7pp | 71.3%+19.0pp |
| Annual return | 47.53% | 27.04%+20.5pp | 115.59%-68.1pp | 378.56%-331.0pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,081 | $5,724-46.2% | $7,298-57.8% | $3,539-13.0% |
| Admin fee / account holder | $193 | $124+56.4% | $10,843-98.2% | $142+35.9% |