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 8-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 | $56,211 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,064 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,569 | $185,342-72.7% | $111,297-54.6% | $86,799-41.7% |
| Participation rate | 88.2% | 81.0%+7.3pp | 77.3%+10.9pp | 72.3%+16.0pp |
| Annual return | 10.06% | 500.80%-490.7pp | 54.65%-44.6pp | 97.91%-87.9pp |
| Employer contribution / active EE | $1,666 | $2,246-25.8% | $2,731-39.0% | $2,405-30.8% |
| Participant deferral / active EE | $3,355 | $4,458-24.8% | $4,487-25.2% | $4,131-18.8% |
| Admin fee / account holder | $114 | $255-55.6% | $7,964-98.6% | $170-33.1% |