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 |
|---|---|---|
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $19,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,708 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,306 | $65,435+10.5% | $86,677-16.6% | $66,914+8.1% |
| Participation rate | 81.5% | 75.5%+6.0pp | 76.6%+4.9pp | 69.8%+11.7pp |
| Annual return | -18.34% | -10.89%-7.5pp | 35.91%-54.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $850 | $2,153-60.5% | $2,836-70.0% | $2,544-66.6% |
| Participant deferral / active EE | $2,360 | $4,100-42.4% | $4,656-49.3% | $4,237-44.3% |
| Admin fee / account holder | $125 | $642-80.5% | $7,493-98.3% | $593-78.9% |