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 | $42,873 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,016 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,608 |
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 | $68,385 | $88,890-23.1% | $102,423-33.2% | $77,643-11.9% |
| Participation rate | 78.6% | 80.9%-2.4pp | 76.5%+2.1pp | 70.6%+8.0pp |
| Annual return | 14.97% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,212 | $2,698-18.0% | $3,023-26.8% | $2,726-18.9% |
| Participant deferral / active EE | $4,589 | $5,145-10.8% | $5,053-9.2% | $4,647-1.3% |
| Admin fee / account holder | $102 | $235-56.7% | $9,451-98.9% | $430-76.3% |