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 |
|---|---|---|
TREETOP CONSULTING LLC1 year Filed as: TREETOP CONSULTING, LLC Service code 16 · EIN 02-0591309 | Consulting | $15,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,582 |
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 | $50,895 | $84,936-40.1% | $111,297-54.3% | $79,386-35.9% |
| Participation rate | 86.1% | 75.9%+10.3pp | 77.3%+8.8pp | 70.7%+15.4pp |
| Annual return | 19.10% | 17.45%+1.6pp | 54.65%-35.6pp | 116.85%-97.8pp |
| Employer contribution / active EE | $4,052 | $1,979+104.7% | $2,731+48.4% | $2,427+66.9% |
| Participant deferral / active EE | $5,578 | $3,888+43.5% | $4,487+24.3% | $4,046+37.9% |
| Admin fee / account holder | $158 | $537-70.6% | $7,964-98.0% | $626-74.8% |