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 27 · EIN 38-2722519 | Advisory (Plan) | $36,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,921 |
HEDMAN PARTNERS LLP1 year Service code 10 · EIN 85-4036357 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,131 | $72,254-41.7% | $86,677-51.4% | $64,808-35.0% |
| Participation rate | 58.5% | 80.4%-21.9pp | 76.6%-18.1pp | 71.5%-13.0pp |
| Annual return | -1.29% | 392.42%-393.7pp | 35.91%-37.2pp | 32.82%-34.1pp |
| Employer contribution / active EE | $773 | $2,393-67.7% | $2,836-72.8% | $2,506-69.2% |
| Participant deferral / active EE | $3,317 | $4,658-28.8% | $4,656-28.8% | $4,310-23.0% |
| Admin fee / account holder | $123 | $174-29.5% | $7,493-98.4% | $188-34.7% |