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 | $82,445 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,346 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,163 |
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 | $36,043 | $99,078-63.6% | $96,544-62.7% | $74,419-51.6% |
| Participation rate | 91.5% | 80.7%+10.8pp | 76.0%+15.5pp | 70.7%+20.7pp |
| Annual return | 13.17% | 22.48%-9.3pp | 25.84%-12.7pp | 34.38%-21.2pp |
| Employer contribution / active EE | $1,913 | $2,570-25.6% | $2,965-35.5% | $2,637-27.5% |
| Participant deferral / active EE | $3,611 | $4,933-26.8% | $4,851-25.6% | $4,528-20.3% |
| Admin fee / account holder | $114 | $225-49.1% | $8,252-98.6% | $348-67.1% |