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 3-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 | $60,809 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,145 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,957 |
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 | $52,308 | $106,028-50.7% | $146,958-64.4% | $77,643-32.6% |
| Participation rate | 79.2% | 78.4%+0.8pp | 82.2%-3.0pp | 70.6%+8.6pp |
| Annual return | 27.06% | 56.73%-29.7pp | 418.34%-391.3pp | 31.24%-4.2pp |
| Employer contribution / active EE | $4,181 | $4,063+2.9% | $4,933-15.2% | $2,726+53.4% |
| Participant deferral / active EE | $9,505 | $7,990+19.0% | $8,070+17.8% | $4,647+104.5% |
| Admin fee / account holder | $112 | $337-66.7% | $12,998-99.1% | $430-73.9% |