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 | $41,567 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,850 |
CITRIN COOPERMAN6 years Service code 10 · EIN 22-2428965 | Accounting | $14,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,457 | $95,388+154.2% | $125,339+93.4% | $77,904+211.2% |
| Participation rate | 85.4% | 78.6%+6.8pp | 82.4%+3.0pp | 73.7%+11.7pp |
| Annual return | -18.88% | 116.19%-135.1pp | 572.05%-590.9pp | 12.21%-31.1pp |
| Employer contribution / active EE | $5,111 | $3,666+39.4% | $4,814+6.2% | $2,848+79.5% |
| Participant deferral / active EE | $15,810 | $7,711+105.0% | $7,446+112.3% | $4,806+229.0% |
| Admin fee / account holder | $26 | $119-78.1% | $10,010-99.7% | $133-80.4% |