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 |
|---|---|---|
Filed as: ROBERTSON & ROBERTSON PLLC Service code 16 · EIN 26-1631123 | Consulting | $9,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,639 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,780 | $91,407+24.5% | $135,903-16.3% | $71,457+59.2% |
| Participation rate | 97.9% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 26.35% | 29.90%-3.5pp | 68.23%-41.9pp | 28.85%-2.5pp |
| Employer contribution / active EE | $3,011 | $3,703-18.7% | $4,856-38.0% | $2,588+16.4% |
| Participant deferral / active EE | $10,897 | $7,092+53.7% | $7,758+40.5% | $4,289+154.1% |
| Admin fee / account holder | -$27 | $1,266-102.1% | $10,762-100.2% | $1,587-101.7% |