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 | $46,869 |
FIDUCIARY EXPERTS LLC5 years Service code 27 · EIN 26-1851437 | Advisory (Plan) | $20,000 |
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 | $45,827 | $82,202-44.3% | $125,339-63.4% | $64,808-29.3% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -12.74% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,237 | $3,615-38.1% | $4,814-53.5% | $2,506-10.7% |
| Participant deferral / active EE | $7,905 | $7,175+10.2% | $7,446+6.2% | $4,310+83.4% |
| Admin fee / account holder | $108 | $163-33.7% | $10,010-98.9% | $188-42.4% |