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 6-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 | $182,846 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $32,008 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $19,000 |
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 | $48,812 | $130,141-62.5% | $86,677-43.7% | $77,904-37.3% |
| Participation rate | 99.0% | 85.9%+13.0pp | 76.6%+22.4pp | 73.7%+25.3pp |
| Annual return | -15.73% | -12.75%-3.0pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,687 | $3,220-16.5% | $2,836-5.3% | $2,848-5.6% |
| Participant deferral / active EE | $4,978 | $5,757-13.5% | $4,656+6.9% | $4,806+3.6% |
| Admin fee / account holder | $67 | $132-48.9% | $7,493-99.1% | $133-49.2% |