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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,465 |
ADVUS FINANCIAL PARTNERS LLC2 years Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $50,899 |
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 | $44,303 | $71,142-37.7% | $119,609-63.0% | $64,808-31.6% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.6pp | 71.5%+26.3pp |
| Annual return | -15.20% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,675 | $2,497-32.9% | $4,232-60.4% | $2,506-33.2% |
| Participant deferral / active EE | $3,106 | $4,490-30.8% | $5,602-44.6% | $4,310-27.9% |
| Admin fee / account holder | $224 | $162+38.1% | $10,323-97.8% | $188+19.2% |