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 |
|---|---|---|
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $24,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,938 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,198 |
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 | $78,135 | $95,274-18.0% | $135,903-42.5% | $74,419+5.0% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 23.26% | 32.77%-9.5pp | 68.23%-45.0pp | 34.38%-11.1pp |
| Employer contribution / active EE | $3,609 | $3,874-6.8% | $4,856-25.7% | $2,637+36.8% |
| Participant deferral / active EE | $10,248 | $7,782+31.7% | $7,758+32.1% | $4,528+126.3% |
| Admin fee / account holder | $122 | $266-54.1% | $10,762-98.9% | $348-64.9% |