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 | $47,429 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,490 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $9,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,185 | $99,078-42.3% | $96,544-40.8% | $74,419-23.2% |
| Participation rate | 77.9% | 80.7%-2.8pp | 76.0%+1.9pp | 70.7%+7.2pp |
| Annual return | 15.70% | 22.48%-6.8pp | 25.84%-10.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $532 | $2,570-79.3% | $2,965-82.1% | $2,637-79.8% |
| Participant deferral / active EE | $3,477 | $4,933-29.5% | $4,851-28.3% | $4,528-23.2% |
| Admin fee / account holder | $284 | $225+26.2% | $8,252-96.6% | $348-18.5% |