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 |
|---|---|---|
SFI ADVISORS, LLC4 years Service code 16 · EIN 26-4775152 | Consulting | $53,328 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,468 |
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 | $36,305 | $50,815-28.6% | $155,509-76.7% | $77,643-53.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.41% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,758 | $2,822+68.6% | $5,626-15.4% | $4,647+2.4% |
| Admin fee / account holder | $191 | $437-56.2% | $15,912-98.8% | $430-55.5% |