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 LLP3 years Filed as: EISNERAMPER Service code 10 · EIN 87-1363769 | Accounting | $70,350 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $55,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$285,696 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,517 | $90,195+13.7% | $125,339-18.2% | $89,394+14.7% |
| Participation rate | 76.2% | 72.4%+3.8pp | 82.4%-6.1pp | 71.3%+4.9pp |
| Annual return | -17.84% | -6.51%-11.3pp | 572.05%-589.9pp | -11.89%-6.0pp |
| Employer contribution / active EE | $2,560 | $3,043-15.9% | $4,814-46.8% | $3,022-15.3% |
| Participant deferral / active EE | $9,515 | $7,170+32.7% | $7,446+27.8% | $5,123+85.7% |
| Admin fee / account holder | $15 | $69-77.9% | $10,010-99.8% | $79-80.7% |