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 | $6,263 |
BPM LLP2+ years Filed as: BPM ADVISORS INC Service code 27 · EIN 90-0779560 | Advisory (Plan) | $5,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,740 | $37,044-68.3% | $71,796-83.6% | $57,658-79.6% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.1%+15.5pp | 70.2%+14.4pp |
| Annual return | 14.06% | 12.64%+1.4pp | 78.04%-64.0pp | 5.13%+8.9pp |
| Employer contribution / active EE | $1 | $720-99.9% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,814 | $1,974+42.5% | $2,794+0.7% | $3,061-8.1% |
| Admin fee / account holder | $14 | $101-86.6% | $4,815-99.7% | $95-85.7% |