See peer percentile detail. $4.99 for your first month.
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See the 7-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 | $3,569,716 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,468,781 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS A PROFESSIONAL CORPOR Service code 29 · EIN 94-3216063 | Legal | $230,710 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $173,000 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,049 | $55,785+61.4% | $96,562-6.7% | $106,520-15.5% |
| Participation rate | 33.0% | 53.4%-20.4pp | 69.8%-36.8pp | 71.3%-38.3pp |
| Annual return | 12.65% | 17.66%-5.0pp | 37.78%-25.1pp | 19.28%-6.6pp |
| Employer contribution / active EE | $345 | $1,042-66.9% | $2,356-85.4% | $2,840-87.8% |
| Participant deferral / active EE | $1,518 | $1,782-14.8% | $3,849-60.5% | $4,948-69.3% |
| Admin fee / account holder | $60 | $59+2.2% | $6,181-99.0% | $75-19.5% |