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 |
|---|---|---|
SINGERLEWAK LLP3 years Service code 10 · EIN 95-2302617 | Accounting | $37,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,520 |
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 | $59,669 | $91,372-34.7% | $129,995-54.1% | $74,419-19.8% |
| Participation rate | 90.4% | 77.8%+12.6pp | 78.5%+11.9pp | 70.7%+19.6pp |
| Annual return | 18.77% | 23.21%-4.4pp | -137.18%+155.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,642 | $2,563-35.9% | $4,320-62.0% | $2,637-37.7% |
| Participant deferral / active EE | $3,857 | $4,721-18.3% | $5,820-33.7% | $4,528-14.8% |
| Admin fee / account holder | $98 | $283-65.3% | $10,614-99.1% | $348-71.7% |