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 | $283,421 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,954 |
CALLAN LLC2 years Service code 27 · EIN 82-2748926 | Advisory (Plan) | $76,710 |
REHMANN ROBSON3 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $29,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,474 | $117,739-40.1% | $82,389-14.5% | $117,739-40.1% |
| Participation rate | 59.4% | 76.6%-17.3pp | 69.5%-10.2pp | 76.6%-17.3pp |
| Annual return | 16.55% | 17.29%-0.7pp | 28.67%-12.1pp | 17.29%-0.7pp |
| Employer contribution / active EE | $1,574 | $3,746-58.0% | $2,517-37.5% | $3,746-58.0% |
| Participant deferral / active EE | $3,076 | $6,128-49.8% | $4,155-26.0% | $6,128-49.8% |
| Admin fee / account holder | $112 | $112+0.1% | $7,231-98.5% | $112+0.1% |