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 27 · EIN 54-1170635 | Advisory (Plan) | $8,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $58,109 | $50,199+15.8% | $70,092-17.1% | $66,914-13.2% |
| Participation rate | 71.9% | 66.3%+5.6pp | 70.5%+1.5pp | 69.8%+2.1pp |
| Annual return | -12.27% | -13.85%+1.6pp | 190.73%-203.0pp | 1.58%-13.9pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,889 | $3,112-39.3% | $3,849-50.9% | $4,237-55.4% |
| Admin fee / account holder | $76 | $600-87.3% | $6,267-98.8% | $593-87.2% |