See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,687 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $54,782 |
BROCK AND COMPANY1 year Filed as: BROCK CPAS Service code 10 4940 PEARL EAST CIRCLE · BOULDER, CO 80301 | Accounting | $15,651 |
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 | $30,248 | $94,876-68.1% | $82,389-63.3% | $102,872-70.6% |
| Participation rate | 98.0% | 70.6%+27.4pp | 69.5%+28.4pp | 73.0%+25.0pp |
| Annual return | 23.47% | 17.83%+5.6pp | 28.67%-5.2pp | 19.06%+4.4pp |
| Employer contribution / active EE | $1,032 | $3,789-72.8% | $2,517-59.0% | $3,526-70.7% |
| Participant deferral / active EE | $6,879 | $4,496+53.0% | $4,155+65.6% | $5,535+24.3% |
| Admin fee / account holder | $96 | $214-54.9% | $7,231-98.7% | $292-67.0% |