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 |
|---|---|---|
KANON BLOCH CARRE2+ years Service code 16 · EIN 26-1535450 | Consulting | $17,188 |
Service code 10 · EIN 04-3121055 | Accounting | $13,750 |
MERCER1 year Service code 17 · EIN 30-0282430 | Pension Consulting | $13,385 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $6,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,473 |
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 | $180,435 | $155,795+15.8% | $136,294+32.4% | $69,631+159.1% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 70.7%+20.8pp |
| Annual return | 16.70% | 232464.33%-232447.6pp | 5155.94%-5139.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $10,568 | $2,991+253.3% | $4,695+125.1% | $2,032+420.0% |
| Participant deferral / active EE | $4,118 | $5,394-23.6% | $6,247-34.1% | $3,224+27.8% |
| Admin fee / account holder | $3 | $128-97.3% | $9,243-100.0% | $110-96.8% |