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 LLC3 years Service code 27 · EIN 20-5400340 | Advisory (Plan) | $46,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,277 |
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 | $66,217 | $84,784-21.9% | $98,439-32.7% | $74,419-11.0% |
| Participation rate | 57.0% | 81.5%-24.5pp | 75.2%-18.1pp | 70.7%-13.7pp |
| Annual return | 28.04% | 20.59%+7.4pp | 21.16%+6.9pp | 34.38%-6.3pp |
| Employer contribution / active EE | $1,615 | $3,364-52.0% | $3,048-47.0% | $2,637-38.8% |
| Participant deferral / active EE | $3,460 | $5,218-33.7% | $4,738-27.0% | $4,528-23.6% |
| Admin fee / account holder | $127 | $204-38.1% | $8,948-98.6% | $348-63.6% |