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 5-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 13 · EIN 42-0127290 | Contract Administrator | $30,207 |
LAUREL WEALTH ADVISORS1 year Filed as: LAUREL WEALTH ADVISORS, INC. Service code 27 · EIN 45-2299422 | Advisory (Plan) | $10,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,790 | $28,601-34.3% | $71,735-73.8% | $66,914-71.9% |
| Participation rate | 90.8% | 56.7%+34.2pp | 62.3%+28.5pp | 69.8%+21.0pp |
| Annual return | -11.65% | -10.90%-0.8pp | 9.14%-20.8pp | 1.58%-13.2pp |
| Employer contribution / active EE | $7,038 | $1,104+537.5% | $1,704+313.1% | $2,544+176.6% |
| Participant deferral / active EE | $4,424 | $1,912+131.4% | $2,658+66.4% | $4,237+4.4% |
| Admin fee / account holder | $254 | $506-49.9% | $3,974-93.6% | $593-57.2% |