See peer percentile detail. $4.99 for your first month.
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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 | $3,789,760 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,521,001 |
NFP RETIREMENT INC3 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $173,000 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $51,000 |
TRUCKER HUSS3 years Filed as: TRUCKER HUSS A PROFESSIONAL CORPOR Service code 29 · EIN 94-3216063 | Legal | $38,210 |
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.
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 | $85,710 | $53,531+60.1% | $86,188-0.6% | $96,393-11.1% |
| Participation rate | 32.6% | 53.4%-20.9pp | 69.0%-36.4pp | 71.3%-38.7pp |
| Annual return | 17.03% | 20.51%-3.5pp | 1168.45%-1151.4pp | 22.88%-5.9pp |
| Employer contribution / active EE | $351 | $1,158-69.7% | $2,380-85.2% | $3,238-89.1% |
| Participant deferral / active EE | $1,589 | $1,965-19.1% | $3,985-60.1% | $5,455-70.9% |
| Admin fee / account holder | $64 | $55+15.8% | $6,852-99.1% | $74-13.1% |