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 | $40,208 |
WALTERS & SKLYAR LLP2 years Filed as: WALTERS & SKLYAR Service code 16 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91361 | Consulting | $10,301 |
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 | $56,782 | $52,293+8.6% | $178,490-68.2% | $73,409-22.6% |
| Participation rate | 75.2% | 65.3%+9.8pp | 81.9%-6.8pp | 72.2%+3.0pp |
| Annual return | 15.17% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,197 | $1,735-31.0% | $5,011-76.1% | $2,234-46.4% |
| Participant deferral / active EE | $2,213 | $2,332-5.1% | $5,202-57.5% | $3,805-41.8% |
| Admin fee / account holder | $35 | $127-72.8% | $13,984-99.8% | $158-78.1% |