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 | $256,664 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,733 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Service code 10 · EIN 95-4345526 | Accounting | $13,995 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,419 | $53,136-82.3% | $155,509-93.9% | $199,593-95.3% |
| Participation rate | 72.1% | 64.1%+8.0pp | 78.2%-6.1pp | 72.0%+0.2pp |
| Annual return | 12.73% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1 | $1,851-99.9% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,396 | $3,161-55.8% | $5,626-75.2% | $5,087-72.6% |
| Admin fee / account holder | $115 | $185-37.7% | $15,912-99.3% | $269-57.1% |