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 | $35,505 |
EP WEALTH ADVISORS LLC1 year Service code 27 · EIN 33-0152539 | Advisory (Plan) | $17,318 |
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 | $56,139 | $60,776-7.6% | $85,682-34.5% | $79,386-29.3% |
| Participation rate | 97.8% | 62.1%+35.7pp | 69.9%+27.9pp | 70.7%+27.1pp |
| Annual return | 14.41% | 16.57%-2.2pp | 21.49%-7.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,008 | $1,663-39.4% | $2,618-61.5% | $2,427-58.5% |
| Participant deferral / active EE | $3,808 | $2,919+30.5% | $3,923-2.9% | $4,046-5.9% |
| Admin fee / account holder | $269 | $438-38.7% | $6,873-96.1% | $626-57.1% |