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 | $70,148 |
BEACON POINTE ADVISORS LLC5 years Service code 27 · EIN 68-0488677 | Advisory (Plan) | $58,036 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,622 | $35,986+93.5% | $77,482-10.1% | $73,488-5.3% |
| Participation rate | 70.7% | 40.8%+29.9pp | 54.2%+16.5pp | 70.7%0pp |
| Annual return | 72.46% | 19.26%+53.2pp | 54.79%+17.7pp | 28.51%+44.0pp |
| Employer contribution / active EE | $1,876 | $557+236.6% | $986+90.2% | $2,270-17.4% |
| Participant deferral / active EE | $3,442 | $1,198+187.4% | $1,861+84.9% | $3,740-8.0% |
| Admin fee / account holder | $356 | $466-23.5% | $2,858-87.5% | $513-30.6% |