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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $218,715 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $23,412 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $23,100 |
RSM US LLP8+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $12,075 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,764 | $95,388-31.1% | $125,339-47.5% | $77,904-15.6% |
| Participation rate | 97.6% | 78.6%+19.0pp | 82.4%+15.2pp | 73.7%+23.9pp |
| Annual return | -17.45% | 116.19%-133.6pp | 572.05%-589.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $5,774 | $3,666+57.5% | $4,814+19.9% | $2,848+102.8% |
| Participant deferral / active EE | $11,964 | $7,711+55.2% | $7,446+60.7% | $4,806+149.0% |
| Admin fee / account holder | $122 | $119+2.6% | $10,010-98.8% | $133-8.0% |