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 55 · EIN 35-2552359 | Other Commissions | $17,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $401 |
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 | $52,488 | $27,839+88.5% | $58,482-10.2% | $71,457-26.5% |
| Participation rate | 50.8% | 34.5%+16.3pp | 50.9%0pp | 67.9%-17.1pp |
| Annual return | 17.73% | 26.81%-9.1pp | 4239.32%-4221.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $967 | $631+53.2% | $1,053-8.2% | $2,588-62.6% |
| Participant deferral / active EE | $2,588 | $1,206+114.6% | $1,924+34.5% | $4,289-39.7% |
| Admin fee / account holder | $6 | $1,641-99.6% | $2,516-99.8% | $1,587-99.6% |