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 | $33,564 |
CITRIN COOPERMAN7 years Service code 10 · EIN 22-2428965 | Accounting | $32,075 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,035 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,836 | $107,459+153.9% | $135,903+100.8% | $80,160+240.4% |
| Participation rate | 89.3% | 78.0%+11.2pp | 81.9%+7.3pp | 72.9%+16.3pp |
| Annual return | 18.60% | 91.91%-73.3pp | 68.23%-49.6pp | 40.38%-21.8pp |
| Employer contribution / active EE | $6,253 | $3,877+61.3% | $4,856+28.8% | $2,978+110.0% |
| Participant deferral / active EE | $17,412 | $8,195+112.5% | $7,758+124.4% | $5,017+247.0% |
| Admin fee / account holder | $33 | $127-73.9% | $10,762-99.7% | $145-77.1% |