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 |
|---|---|---|
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $14,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,332 |
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).
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 | $48,907 | $92,055-46.9% | $106,213-54.0% | $77,643-37.0% |
| Participation rate | 78.5% | 81.0%-2.5pp | 75.3%+3.2pp | 70.6%+7.9pp |
| Annual return | 10.72% | 17.91%-7.2pp | 116.14%-105.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $2,179 | $3,367-35.3% | $3,171-31.3% | $2,726-20.1% |
| Participant deferral / active EE | $3,133 | $5,386-41.8% | $5,016-37.5% | $4,647-32.6% |
| Admin fee / account holder | $117 | $219-46.8% | $11,033-98.9% | $430-72.9% |