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 |
|---|---|---|
SAIPH CAPITAL LLC1 year Service code 27 · EIN 86-2052065 | Advisory (Plan) | $12,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,421 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,375 | $59,159+10.5% | $159,960-59.1% | $66,914-2.3% |
| Participation rate | 72.8% | 68.1%+4.7pp | 78.0%-5.2pp | 69.8%+3.0pp |
| Annual return | -14.49% | -12.26%-2.2pp | 408.60%-423.1pp | 1.58%-16.1pp |
| Employer contribution / active EE | $776 | $1,983-60.9% | $4,226-81.6% | $2,544-69.5% |
| Participant deferral / active EE | $3,749 | $4,395-14.7% | $6,182-39.4% | $4,237-11.5% |
| Admin fee / account holder | $151 | $591-74.4% | $8,698-98.3% | $593-74.5% |