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 Service code 16 · EIN 02-0591309 | Consulting | $39,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,889 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,722 | $65,435-28.6% | $86,677-46.1% | $66,914-30.2% |
| Participation rate | 91.3% | 75.5%+15.9pp | 76.6%+14.8pp | 69.8%+21.5pp |
| Annual return | -18.01% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,817 | $2,153+123.7% | $2,836+69.8% | $2,544+89.3% |
| Participant deferral / active EE | $6,787 | $4,100+65.5% | $4,656+45.8% | $4,237+60.2% |
| Admin fee / account holder | $285 | $642-55.5% | $7,493-96.2% | $593-51.9% |