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 | $354,755 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $82,753 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,228 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $28,975 |
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 | $128,768 | $52,660+144.5% | $86,612+48.7% | $80,160+60.6% |
| Participation rate | 78.3% | 62.4%+15.9pp | 71.7%+6.6pp | 72.9%+5.3pp |
| Annual return | 9.33% | 24.87%-15.5pp | 591.07%-581.7pp | 40.38%-31.1pp |
| Employer contribution / active EE | $4,026 | $2,140+88.1% | $3,022+33.2% | $2,978+35.2% |
| Participant deferral / active EE | $9,734 | $3,215+202.8% | $4,438+119.4% | $5,017+94.0% |
| Admin fee / account holder | $235 | $113+108.4% | $5,614-95.8% | $145+62.1% |