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 LLC2 years Service code 27 · EIN 86-2052065 | Advisory (Plan) | $11,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,670 | $65,390+15.7% | $169,368-55.3% | $71,457+5.9% |
| Participation rate | 75.4% | 67.0%+8.4pp | 77.1%-1.8pp | 67.9%+7.5pp |
| Annual return | 20.09% | 21.31%-1.2pp | 405.60%-385.5pp | 28.85%-8.8pp |
| Employer contribution / active EE | $913 | $2,079-56.1% | $4,013-77.3% | $2,588-64.7% |
| Participant deferral / active EE | $3,862 | $4,367-11.6% | $6,221-37.9% | $4,289-10.0% |
| Admin fee / account holder | $109 | $1,324-91.8% | $9,003-98.8% | $1,587-93.2% |