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 | $111,644 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD P SLAUGHTER ASSOC INC Service code 27 · EIN 74-2589344 | Advisory (Plan) | $48,614 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: RETIREMENT PLAN FIDUCIARIES Service code 14 · EIN 90-0815510 | Plan Administrator | $17,780 |
PEGGY S. EDGE, CPA, LLC7+ years Service code 10 · EIN 26-4527814 | Accounting | $8,000 |
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 | $39,166 | $60,607-35.4% | $189,557-79.3% | $86,799-54.9% |
| Participation rate | 96.5% | 68.9%+27.6pp | 78.4%+18.0pp | 72.3%+24.2pp |
| Annual return | 13.31% | 65.18%-51.9pp | 64.17%-50.9pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,756 | $1,626+8.0% | $4,412-60.2% | $2,405-27.0% |
| Participant deferral / active EE | $4,769 | $3,895+22.4% | $6,174-22.8% | $4,131+15.4% |
| Admin fee / account holder | $183 | $159+15.1% | $9,807-98.1% | $170+7.8% |