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 |
|---|---|---|
HANTZ FINANCIAL SERVICES INC4 years Service code 27 · EIN 38-3431708 | Advisory (Plan) | $60,386 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,981 | $79,519+15.7% | $95,952-4.1% | $73,409+25.3% |
| Participation rate | 64.4% | 81.2%-16.8pp | 77.1%-12.7pp | 72.2%-7.8pp |
| Annual return | 17.61% | 19.20%-1.6pp | 91.61%-74.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,952 | $2,048-4.7% | $2,541-23.2% | $2,234-12.6% |
| Participant deferral / active EE | $4,899 | $4,138+18.4% | $4,167+17.6% | $3,805+28.7% |
| Admin fee / account holder | $178 | $184-3.6% | $6,795-97.4% | $158+12.5% |