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 | $68,985 |
MY GROUP LLC3 years Filed as: SI GROUP Service code 17 · EIN 99-0242337 | Pension Consulting | $46,587 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,045 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $11,500 |
N&K CPAS, INC.5+ years Filed as: N & K CPAS, INC. Service code 10 · EIN 99-0169131 | Accounting | $1,309 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,312 | $64,286-77.7% | $90,951-84.3% | $73,409-80.5% |
| Participation rate | 90.6% | 63.6%+27.0pp | 69.0%+21.6pp | 72.2%+18.4pp |
| Annual return | 12.95% | 21.45%-8.5pp | 134.60%-121.7pp | 59.29%-46.3pp |
| Employer contribution / active EE | $604 | $895-32.5% | $2,122-71.5% | $2,234-73.0% |
| Participant deferral / active EE | $1,651 | $2,453-32.7% | $3,373-51.1% | $3,805-56.6% |
| Admin fee / account holder | $196 | $287-31.9% | $5,959-96.7% | $158+23.8% |