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 | $34,870 |
EP WEALTH ADVISORS LLC3 years Filed as: EP WEALTH ADVISORS Service code 27 · EIN 33-0152539 | Advisory (Plan) | $15,787 |
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 | $40,343 | $63,442-36.4% | $68,791-41.4% | $66,914-39.7% |
| Participation rate | 94.9% | 60.0%+34.9pp | 69.0%+25.9pp | 69.8%+25.1pp |
| Annual return | -17.77% | -8.29%-9.5pp | -6.38%-11.4pp | 1.58%-19.3pp |
| Employer contribution / active EE | $930 | $1,775-47.6% | $2,655-65.0% | $2,544-63.4% |
| Participant deferral / active EE | $3,323 | $2,945+12.8% | $3,941-15.7% | $4,237-21.6% |
| Admin fee / account holder | $213 | $577-63.0% | $4,932-95.7% | $593-64.0% |