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 | $46,875 |
Filed as: EVART, YOUNG, & HOBBS INVESTMENT Service code 27 · EIN 94-2683346 | Advisory (Plan) | $28,046 |
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 | $106,433 | $65,908+61.5% | $81,812+30.1% | $77,643+37.1% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.3%+2.4pp | 70.6%+4.2pp |
| Annual return | 17.68% | 26.64%-9.0pp | 773.79%-756.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,601 | $2,370+9.7% | $2,912-10.7% | $2,726-4.6% |
| Participant deferral / active EE | $8,140 | $3,505+132.2% | $4,319+88.5% | $4,647+75.2% |
| Admin fee / account holder | $242 | $526-53.9% | $7,386-96.7% | $430-43.7% |