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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,403 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC Service code 16 · EIN 13-5657518 | Consulting | $34,795 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,577 |
ERP RETIREMENT SERVICES1 year Service code 16 · EIN 84-2409363 | Consulting | $11,087 |
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 | $99,715 | $53,136+87.7% | $155,509-35.9% | $199,593-50.0% |
| Participation rate | 39.7% | 64.1%-24.3pp | 78.2%-38.4pp | 72.0%-32.2pp |
| Annual return | 109.02% | 41.15%+67.9pp | 64.67%+44.4pp | 34.25%+74.8pp |
| Employer contribution / active EE | $1,541 | $1,851-16.7% | $4,672-67.0% | $3,034-49.2% |
| Participant deferral / active EE | $2,468 | $3,161-21.9% | $5,626-56.1% | $5,087-51.5% |
| Admin fee / account holder | $111 | $185-40.1% | $15,912-99.3% | $269-58.7% |