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 | $40,910 |
Filed as: PROCYON ADVISORS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $38,633 |
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 | $44,831 | $95,274-52.9% | $135,903-67.0% | $74,419-39.8% |
| Participation rate | 83.1% | 78.2%+4.9pp | 81.9%+1.2pp | 70.7%+12.4pp |
| Annual return | 23.30% | 32.77%-9.5pp | 68.23%-44.9pp | 34.38%-11.1pp |
| Employer contribution / active EE | $3,666 | $3,874-5.4% | $4,856-24.5% | $2,637+39.0% |
| Participant deferral / active EE | $6,011 | $7,782-22.8% | $7,758-22.5% | $4,528+32.8% |
| Admin fee / account holder | $191 | $266-28.1% | $10,762-98.2% | $348-45.0% |