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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,392 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $15,525 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,373 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,155 | $95,274-27.4% | $135,903-49.1% | $74,419-7.1% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 17.87% | 32.77%-14.9pp | 68.23%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,530 | $3,874-60.5% | $4,856-68.5% | $2,637-42.0% |
| Participant deferral / active EE | $10,413 | $7,782+33.8% | $7,758+34.2% | $4,528+130.0% |
| Admin fee / account holder | $149 | $266-44.1% | $10,762-98.6% | $348-57.2% |