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 | $286,556 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,472 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $51,188 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $24,500 |
Employer contribution per participant 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 | $94,466 | $145,877-35.2% | $150,045-37.0% | $102,872-8.2% |
| Participation rate | 94.6% | 79.8%+14.8pp | 82.3%+12.3pp | 73.0%+21.6pp |
| Annual return | 22.01% | 21.37%+0.6pp | 62.55%-40.5pp | 19.06%+3.0pp |
| Employer contribution / active EE | $991 | $4,710-79.0% | $4,693-78.9% | $3,526-71.9% |
| Participant deferral / active EE | $17,977 | $9,491+89.4% | $7,997+124.8% | $5,535+224.8% |
| Admin fee / account holder | $85 | $176-51.4% | $13,435-99.4% | $292-70.8% |