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 4-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 | $37,110 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,494 | $82,202-45.9% | $125,339-64.5% | $64,808-31.3% |
| Participation rate | 81.4% | 77.9%+3.5pp | 82.4%-1.0pp | 71.5%+9.9pp |
| Annual return | 5.12% | 3.48%+1.6pp | 572.05%-566.9pp | 32.82%-27.7pp |
| Employer contribution / active EE | $2,299 | $3,615-36.4% | $4,814-52.2% | $2,506-8.3% |
| Participant deferral / active EE | $5,767 | $7,175-19.6% | $7,446-22.6% | $4,310+33.8% |
| Admin fee / account holder | $213 | $163+30.6% | $10,010-97.9% | $188+13.5% |