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 8-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 | $17,250 |
FCG ADVISORS LLC1+ years Service code 27 1 MAIN STREET, SUITE 202 · CHATHAM, NJ 07928 | Advisory (Plan) | $11,309 |
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 | $56,451 | $80,753-30.1% | $136,294-58.6% | $62,292-9.4% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,731 | $5,164-8.4% | $6,247-24.3% | $3,169+49.3% |
| Admin fee / account holder | $139 | $525-73.5% | $9,243-98.5% | $479-70.9% |