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 LLP4 years Filed as: EISNERAMPER Service code 10 · EIN 87-1363769 | Accounting | $52,500 |
NIXON PEABODY LLP4 years Filed as: NIXON PEABODY Service code 16 · EIN 16-0764720 | Consulting | $6,341 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$439,595 |
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 | $122,930 | $106,994+14.9% | $135,903-9.5% | $96,393+27.5% |
| Participation rate | 76.7% | 72.5%+4.2pp | 81.9%-5.2pp | 71.3%+5.4pp |
| Annual return | 22.90% | 26.64%-3.7pp | 68.23%-45.3pp | 22.88%0pp |
| Employer contribution / active EE | $3,530 | $3,391+4.1% | $4,856-27.3% | $3,238+9.0% |
| Participant deferral / active EE | $10,320 | $7,968+29.5% | $7,758+33.0% | $5,455+89.2% |
| Admin fee / account holder | $7 | $79-91.1% | $10,762-99.9% | $74-90.4% |