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 4-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 | $57,040 |
THIRTYNORTH INVESTMENTS, LLC3 years Filed as: THIRTYNORTH INVESTMENTS LLC Service code 27 · EIN 72-1461944 | Advisory (Plan) | $43,822 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,546 | $88,890-36.4% | $102,423-44.8% | $77,643-27.2% |
| Participation rate | 44.4% | 80.9%-36.5pp | 76.5%-32.0pp | 70.6%-26.1pp |
| Annual return | 16.50% | 24.98%-8.5pp | 29.32%-12.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,554 | $2,698-5.3% | $3,023-15.5% | $2,726-6.3% |
| Participant deferral / active EE | $5,024 | $5,145-2.4% | $5,053-0.6% | $4,647+8.1% |
| Admin fee / account holder | $328 | $235+39.2% | $9,451-96.5% | $430-23.8% |