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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,994 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,531 |
GRASSI & CO1 year Filed as: GRASSI & CO., CPAS P.C. Service code 10 · EIN 11-3266576 | Accounting | $32,655 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $31,500 |
Filed as: CAPFINANCIAL PARTNERS LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,368 |
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 | $147,180 | $122,186+20.5% | $146,958+0.2% | $199,593-26.3% |
| Participation rate | 94.6% | 78.3%+16.4pp | 82.2%+12.5pp | 72.0%+22.7pp |
| Annual return | 36.06% | 30.56%+5.5pp | 418.34%-382.3pp | 34.25%+1.8pp |
| Employer contribution / active EE | $3,481 | $4,093-15.0% | $4,933-29.4% | $3,034+14.7% |
| Participant deferral / active EE | $11,739 | $8,502+38.1% | $8,070+45.5% | $5,087+130.8% |
| Admin fee / account holder | $133 | $179-25.4% | $12,998-99.0% | $269-50.4% |