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 |
|---|---|---|
HARDY REED LLC2 years Service code 27 · EIN 20-5400340 | Advisory (Plan) | $34,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,404 | $81,908-20.1% | $90,749-27.9% | $64,808+0.9% |
| Participation rate | 56.6% | 80.5%-23.9pp | 75.7%-19.1pp | 71.5%-14.9pp |
| Annual return | -14.00% | -12.53%-1.5pp | -12.16%-1.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,565 | $3,065-48.9% | $2,921-46.4% | $2,506-37.6% |
| Participant deferral / active EE | $3,131 | $4,840-35.3% | $4,564-31.4% | $4,310-27.4% |
| Admin fee / account holder | $51 | $157-67.6% | $8,445-99.4% | $188-72.9% |