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 37 · EIN 04-2647786 | Loan Processing | $31,055 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $22,383 |
FRAZIER & DEETER, LLC6+ years Service code 10 · EIN 58-1433845 | Accounting | $21,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,787 | $74,462+47.4% | $81,983+33.9% | $90,288+21.6% |
| Participation rate | 97.1% | 69.7%+27.4pp | 69.2%+27.8pp | 73.4%+23.7pp |
| Annual return | 15.76% | 17.56%-1.8pp | 41.31%-25.6pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,957 | $2,334+69.5% | $2,498+58.4% | $2,524+56.8% |
| Participant deferral / active EE | $7,514 | $3,602+108.6% | $3,722+101.9% | $4,232+77.5% |
| Admin fee / account holder | $34 | $98-65.4% | $5,664-99.4% | $114-70.3% |