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 | $54,850 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $36,000 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $1,000 |
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).
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 | $94,607 | $50,815+86.2% | $155,509-39.2% | $77,643+21.8% |
| Participation rate | 65.9% | 63.1%+2.8pp | 78.2%-12.2pp | 70.6%-4.6pp |
| Annual return | 20.22% | 34.80%-14.6pp | 64.67%-44.4pp | 31.24%-11.0pp |
| Employer contribution / active EE | $2,366 | $1,993+18.7% | $4,672-49.4% | $2,726-13.2% |
| Participant deferral / active EE | $4,843 | $2,822+71.6% | $5,626-13.9% | $4,647+4.2% |
| Admin fee / account holder | $175 | $437-59.9% | $15,912-98.9% | $430-59.3% |