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 |
|---|---|---|
EQUITABLE ADVISORS LLC2+ years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,000 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER LOWENBERG & CO., CPAS, PC Service code 10 · EIN 20-0066099 | Accounting | $13,750 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $7,872 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,971 |
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 | $120,016 | $111,491+7.6% | $189,513-36.7% | $86,799+38.3% |
| Participation rate | 78.5% | 87.3%-8.8pp | 87.8%-9.3pp | 72.3%+6.2pp |
| Annual return | 42.43% | 83.50%-41.1pp | 555.15%-512.7pp | 97.91%-55.5pp |
| Employer contribution / active EE | $2,146 | $3,951-45.7% | $6,162-65.2% | $2,405-10.8% |
| Participant deferral / active EE | $5,722 | $6,437-11.1% | $8,221-30.4% | $4,131+38.5% |
| Admin fee / account holder | $37 | $189-80.6% | $12,045-99.7% | $170-78.5% |