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 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
Filed as: EVOLVE ADVISOR GROUP Service code 16 · EIN 24-8414144 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,206 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $139,813 | $69,823+100.2% | $77,163+81.2% | $74,419+87.9% |
| Participation rate | 97.8% | 70.0%+27.8pp | 69.6%+28.3pp | 70.7%+27.1pp |
| Annual return | 16.73% | 19.98%-3.3pp | 37.87%-21.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $4,861 | $2,150+126.1% | $2,535+91.7% | $2,637+84.3% |
| Participant deferral / active EE | $4,798 | $3,558+34.9% | $3,833+25.2% | $4,528+6.0% |
| Admin fee / account holder | $132 | $398-66.9% | $5,472-97.6% | $348-62.2% |