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 | $19,996 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $18,591 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 29 · EIN 05-0409384 | Legal | $16,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $465 |
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 | $56,239 | $29,548+90.3% | $56,411-0.3% | $77,643-27.6% |
| Participation rate | 55.6% | 32.7%+22.9pp | 52.5%+3.1pp | 70.6%-15.0pp |
| Annual return | 14.79% | 19.01%-4.2pp | 1701.33%-1686.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $973 | $568+71.4% | $1,039-6.3% | $2,726-64.3% |
| Participant deferral / active EE | $2,839 | $1,061+167.6% | $1,952+45.4% | $4,647-38.9% |
| Admin fee / account holder | $206 | $1,046-80.3% | $2,829-92.7% | $430-52.1% |