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 | $55,518 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,696 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,176 |
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 | $41,654 | $72,254-42.4% | $86,677-51.9% | $64,808-35.7% |
| Participation rate | 90.8% | 80.4%+10.4pp | 76.6%+14.3pp | 71.5%+19.4pp |
| Annual return | -12.97% | 392.42%-405.4pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,528 | $2,393-36.1% | $2,836-46.1% | $2,506-39.0% |
| Participant deferral / active EE | $3,411 | $4,658-26.8% | $4,656-26.7% | $4,310-20.9% |
| Admin fee / account holder | $110 | $174-36.8% | $7,493-98.5% | $188-41.5% |