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 5-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 | $52,124 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $21,011 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,057 |
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 | $79,014 | $129,021-38.8% | $184,203-57.1% | $77,643+1.8% |
| Participation rate | 88.7% | 87.3%+1.4pp | 86.8%+1.9pp | 70.6%+18.1pp |
| Annual return | 16.95% | 33.27%-16.3pp | 28.81%-11.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,954 | $4,413-10.4% | $6,427-38.5% | $2,726+45.1% |
| Participant deferral / active EE | $11,331 | $7,297+55.3% | $9,131+24.1% | $4,647+143.8% |
| Admin fee / account holder | $142 | $254-44.2% | $13,901-99.0% | $430-67.1% |