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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,171 |
TALBOT, KORVOLA & WARWICK, LLP3+ years Filed as: TALBOT, KORVOLA, & WARWICK Service code 10 · EIN 93-0954337 | Accounting | $20,099 |
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $9,375 |
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 | $78,701 | $71,192+10.5% | $117,854-33.2% | $62,292+26.3% |
| Participation rate | 88.1% | 74.2%+13.8pp | 79.7%+8.4pp | 69.5%+18.6pp |
| Annual return | 20.48% | 18.66%+1.8pp | 335.08%-314.6pp | 28.90%-8.4pp |
| Employer contribution / active EE | $565 | $1,934-70.8% | $3,786-85.1% | $2,042-72.3% |
| Participant deferral / active EE | $4,066 | $3,189+27.5% | $4,482-9.3% | $3,169+28.3% |
| Admin fee / account holder | $294 | $587-50.0% | $8,020-96.3% | $479-38.7% |