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 8-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 | $41,623 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $39,655 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,650 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,928 | $48,669-30.3% | $93,654-63.8% | $199,768-83.0% |
| Participation rate | 22.8% | 63.7%-40.9pp | 68.7%-45.9pp | 72.0%-49.2pp |
| Annual return | 15.96% | 15.38%+0.6pp | 133.34%-117.4pp | 34.26%-18.3pp |
| Employer contribution / active EE | $514 | $1,137-54.8% | $2,421-78.8% | $3,037-83.1% |
| Participant deferral / active EE | $1,542 | $2,823-45.4% | $4,413-65.1% | $5,090-69.7% |
| Admin fee / account holder | $253 | $195+29.8% | $8,282-96.9% | $269-6.0% |