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 |
|---|---|---|
WALTER REICHEN1 year Service code 27 · EIN 34-1421038 | Advisory (Plan) | $14,275 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,537 |
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 | $123,005 | $59,839+105.6% | $81,983+50.0% | $79,858+54.0% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.2%+7.7pp | 69.6%+7.3pp |
| Annual return | 12.90% | 17.56%-4.7pp | 41.31%-28.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $918 | $1,713-46.4% | $2,498-63.2% | $2,471-62.8% |
| Participant deferral / active EE | $3,923 | $2,695+45.5% | $3,722+5.4% | $3,740+4.9% |
| Admin fee / account holder | $267 | $4,287-93.8% | $5,664-95.3% | $5,306-95.0% |