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 37 · EIN 04-2647786 | Loan Processing | $69,622 |
WALTERS & SKLYAR LLP1 year Filed as: WALTERS & SKLYAR Service code 16 21031 VENTURA BLVD. #401 · WOODLAND HILLS, CA 91361 | Consulting | $8,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $51,298 | $62,928-18.5% | $172,739-70.3% | $67,579-24.1% |
| Participation rate | 76.0% | 64.5%+11.6pp | 82.6%-6.6pp | 71.3%+4.8pp |
| Annual return | 21.46% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,350 | $1,636-17.5% | $5,143-73.7% | $2,148-37.1% |
| Participant deferral / active EE | $2,400 | $2,145+11.9% | $5,198-53.8% | $3,539-32.2% |
| Admin fee / account holder | $46 | $167-72.5% | $13,954-99.7% | $142-67.8% |