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 | $66,731 |
BEACON POINTE ADVISORS LLC7 years Service code 27 · EIN 27-0636826 | Advisory (Plan) | $60,799 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,810 |
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.)
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 | $52,680 | $30,086+75.1% | $61,373-14.2% | $64,808-18.7% |
| Participation rate | 54.9% | 36.4%+18.6pp | 52.6%+2.4pp | 71.5%-16.5pp |
| Annual return | -16.01% | -13.99%-2.0pp | 338.61%-354.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,639 | $536+205.7% | $1,159+41.4% | $2,506-34.6% |
| Participant deferral / active EE | $3,049 | $1,126+170.9% | $2,125+43.5% | $4,310-29.3% |
| Admin fee / account holder | $312 | $148+110.7% | $2,130-85.3% | $188+66.2% |