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 |
|---|---|---|
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $70,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,406 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $17,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,608 | $78,781+92.4% | $100,516+50.8% | $73,409+106.5% |
| Participation rate | 70.5% | 80.0%-9.6pp | 79.4%-8.9pp | 72.2%-1.7pp |
| Annual return | 14.36% | 31.69%-17.3pp | 30.89%-16.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $896 | $2,420-63.0% | $3,418-73.8% | $2,234-59.9% |
| Participant deferral / active EE | $4,823 | $6,537-26.2% | $6,270-23.1% | $3,805+26.7% |
| Admin fee / account holder | $51 | $145-65.2% | $8,081-99.4% | $158-68.0% |