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 | $278,251 |
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $221,140 |
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 | $78,032 | $53,136+46.9% | $155,509-49.8% | $199,593-60.9% |
| Participation rate | 81.6% | 64.1%+17.5pp | 78.2%+3.4pp | 72.0%+9.6pp |
| Annual return | 18.78% | 41.15%-22.4pp | 64.67%-45.9pp | 34.25%-15.5pp |
| Employer contribution / active EE | $4,437 | $1,851+139.7% | $4,672-5.0% | $3,034+46.2% |
| Participant deferral / active EE | $10,726 | $3,161+239.4% | $5,626+90.7% | $5,087+110.9% |
| Admin fee / account holder | $127 | $185-31.3% | $15,912-99.2% | $269-52.6% |