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 | $285,332 |
PRIVATE ADVISOR GROUP LLC8+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $259,404 |
REILLY, PENNER & BENTON LLP7 years Service code 10 · EIN 39-0747409 | Accounting | $17,400 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,646 | $123,077-36.1% | $116,228-32.3% | $102,872-23.5% |
| Participation rate | 93.8% | 87.0%+6.8pp | 74.6%+19.2pp | 73.0%+20.7pp |
| Annual return | 19.34% | 15.84%+3.5pp | 90.06%-70.7pp | 19.06%+0.3pp |
| Employer contribution / active EE | $4,131 | $4,380-5.7% | $2,994+38.0% | $3,526+17.1% |
| Participant deferral / active EE | $10,632 | $6,746+57.6% | $4,953+114.7% | $5,535+92.1% |
| Admin fee / account holder | $109 | $115-5.9% | $11,989-99.1% | $292-62.8% |