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 6-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 | $33,017 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $25,700 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
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 | $31,249 | $82,202-62.0% | $125,339-75.1% | $64,808-51.8% |
| Participation rate | 77.9% | 77.9%0pp | 82.4%-4.5pp | 71.5%+6.4pp |
| Annual return | -7.69% | 3.48%-11.2pp | 572.05%-579.7pp | 32.82%-40.5pp |
| Employer contribution / active EE | $3,804 | $3,615+5.2% | $4,814-21.0% | $2,506+51.8% |
| Participant deferral / active EE | $11,997 | $7,175+67.2% | $7,446+61.1% | $4,310+178.3% |
| Admin fee / account holder | $138 | $163-15.6% | $10,010-98.6% | $188-26.7% |