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 8-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 LLP5 years Filed as: EISNERAMPER Service code 10 · EIN 87-1363769 | Accounting | $51,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$71,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $143,900 | $128,056+12.4% | $146,958-2.1% | $106,382+35.3% |
| Participation rate | 76.4% | 67.2%+9.2pp | 82.2%-5.8pp | 69.9%+6.5pp |
| Annual return | 18.72% | 17.89%+0.8pp | 418.34%-399.6pp | 17.37%+1.3pp |
| Employer contribution / active EE | $3,623 | $3,384+7.1% | $4,933-26.6% | $3,364+7.7% |
| Participant deferral / active EE | $10,298 | $7,674+34.2% | $8,070+27.6% | $5,569+84.9% |
| Admin fee / account holder | $12 | $89-86.2% | $12,998-99.9% | $79-84.5% |