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 | $141,590 |
Filed as: ROCATION INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $62,241 |
CHUGH CPAS, LLP4 years Service code 10 · EIN 47-2202224 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $32,924 | $95,388-65.5% | $125,339-73.7% | $77,904-57.7% |
| Participation rate | 92.4% | 78.6%+13.8pp | 82.4%+10.0pp | 73.7%+18.7pp |
| Annual return | -18.57% | 116.19%-134.8pp | 572.05%-590.6pp | 12.21%-30.8pp |
| Employer contribution / active EE | $1,341 | $3,666-63.4% | $4,814-72.1% | $2,848-52.9% |
| Participant deferral / active EE | $6,648 | $7,711-13.8% | $7,446-10.7% | $4,806+38.3% |
| Admin fee / account holder | $110 | $119-7.4% | $10,010-98.9% | $133-17.0% |