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 | $34,693 |
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS Service code 27 · EIN 33-0152539 | Advisory (Plan) | $15,348 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,202 |
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 | $47,392 | $49,693-4.6% | $70,515-32.8% | $74,419-36.3% |
| Participation rate | 97.6% | 64.7%+32.9pp | 68.3%+29.3pp | 70.7%+26.9pp |
| Annual return | 21.82% | 21.22%+0.6pp | 32.77%-11.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $1,206 | $1,773-32.0% | $2,973-59.4% | $2,637-54.3% |
| Participant deferral / active EE | $4,252 | $3,376+26.0% | $4,567-6.9% | $4,528-6.1% |
| Admin fee / account holder | $192 | $316-39.0% | $6,412-97.0% | $348-44.7% |