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 INC7 years Service code 27 · EIN 38-3431708 | Advisory (Plan) | $65,181 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,626 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $7,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $755 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,882 | $99,078+2.8% | $96,544+5.5% | $74,419+36.9% |
| Participation rate | 49.2% | 80.7%-31.5pp | 76.0%-26.8pp | 70.7%-21.6pp |
| Annual return | 17.71% | 22.48%-4.8pp | 25.84%-8.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,829 | $2,570-28.8% | $2,965-38.3% | $2,637-30.6% |
| Participant deferral / active EE | $4,876 | $4,933-1.2% | $4,851+0.5% | $4,528+7.7% |
| Admin fee / account holder | $192 | $225-14.7% | $8,252-97.7% | $348-44.9% |