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 | $82,049 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,016 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,073 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,529 | $88,890-58.9% | $102,423-64.3% | $77,643-53.0% |
| Participation rate | 95.3% | 80.9%+14.3pp | 76.5%+18.8pp | 70.6%+24.7pp |
| Annual return | 10.83% | 24.98%-14.2pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,731 | $2,698-35.8% | $3,023-42.7% | $2,726-36.5% |
| Participant deferral / active EE | $3,865 | $5,145-24.9% | $5,053-23.5% | $4,647-16.8% |
| Admin fee / account holder | $109 | $235-53.9% | $9,451-98.9% | $430-74.8% |