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 4-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 27 · EIN 45-3764090 | Advisory (Plan) | $34,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,431 |
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 | $57,277 | $101,499-43.6% | $147,005-61.0% | $74,546-23.2% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.0pp |
| Annual return | 23.06% | 8732.34%-8709.3pp | 418.76%-395.7pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $3,174 | $3,811-16.7% | $4,934-35.7% | $2,624+21.0% |
| Participant deferral / active EE | $11,447 | $7,304+56.7% | $8,070+41.9% | $4,347+163.3% |
| Admin fee / account holder | $297 | $1,748-83.0% | $13,006-97.7% | $1,944-84.7% |