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 | $110,966 |
PRECEPT ADVISORY GROUP7 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $66,950 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,543 |
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 | $28,226 | $62,544-54.9% | $129,207-78.2% | $199,593-85.9% |
| Participation rate | 76.2% | 56.8%+19.4pp | 69.6%+6.6pp | 72.0%+4.2pp |
| Annual return | 16.85% | 16.95%-0.1pp | 9417.33%-9400.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $616 | $2,394-74.3% | $4,153-85.2% | $3,034-79.7% |
| Participant deferral / active EE | $3,263 | $3,123+4.5% | $4,168-21.7% | $5,087-35.9% |
| Admin fee / account holder | $102 | $167-39.0% | $7,715-98.7% | $269-62.1% |