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 7-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 | $112,329 |
Filed as: CAPTRUST Service code 27 · EIN 22-3189064 | Advisory (Plan) | $48,703 |
COHNRESNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $28,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,841 | $44,764+129.7% | $68,791+49.5% | $64,808+58.7% |
| Participation rate | 97.1% | 64.8%+32.3pp | 69.0%+28.1pp | 71.5%+25.6pp |
| Annual return | -18.24% | -10.91%-7.3pp | -6.38%-11.9pp | 32.82%-51.1pp |
| Employer contribution / active EE | $5,633 | $1,775+217.3% | $2,655+112.1% | $2,506+124.8% |
| Participant deferral / active EE | $7,995 | $3,238+146.9% | $3,941+102.9% | $4,310+85.5% |
| Admin fee / account holder | $179 | $151+18.3% | $4,932-96.4% | $188-4.7% |