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 10-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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $46,015 |
Filed as: FIRST FINANCIAL EQUITY Service code 27 · EIN 38-2810578 | Advisory (Plan) | $41,741 |
KIMBERLIN COMPANY, PLLC5 years Filed as: KIMBERLIN COMPANY Service code 10 · EIN 45-5497718 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $41,365 | $48,669-15.0% | $93,654-55.8% | $199,768-79.3% |
| Participation rate | 49.7% | 63.7%-13.9pp | 68.7%-19.0pp | 72.0%-22.3pp |
| Annual return | 17.11% | 15.38%+1.7pp | 133.34%-116.2pp | 34.26%-17.2pp |
| Employer contribution / active EE | $319 | $1,137-71.9% | $2,421-86.8% | $3,037-89.5% |
| Participant deferral / active EE | $2,458 | $2,823-12.9% | $4,413-44.3% | $5,090-51.7% |
| Admin fee / account holder | $20 | $195-89.6% | $8,282-99.8% | $269-92.5% |