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 | $69,571 |
BEACON POINTE ADVISORS LLC6 years Service code 27 · EIN 27-0636826 | Advisory (Plan) | $65,130 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,273 | $30,555+103.8% | $80,716-22.8% | $86,799-28.3% |
| Participation rate | 57.0% | 37.2%+19.8pp | 54.2%+2.8pp | 72.3%-15.3pp |
| Annual return | 11.07% | 30.35%-19.3pp | 87.28%-76.2pp | 97.91%-86.8pp |
| Employer contribution / active EE | $1,338 | $472+183.5% | $1,160+15.4% | $2,405-44.4% |
| Participant deferral / active EE | $2,408 | $1,050+129.4% | $2,146+12.2% | $4,131-41.7% |
| Admin fee / account holder | $332 | $135+144.8% | $3,380-90.2% | $170+95.6% |