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 26 · EIN 71-0294708 | Advisory (Participants) | $3,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,179 | $84,487-45.3% | $125,339-63.2% | $66,914-31.0% |
| Participation rate | 88.1% | 76.4%+11.7pp | 82.4%+5.7pp | 69.8%+18.3pp |
| Annual return | -19.02% | -8.39%-10.6pp | 572.05%-591.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,095 | $6,781+34.1% | $7,446+22.1% | $4,237+114.7% |
| Admin fee / account holder | $23 | $685-96.7% | $10,010-99.8% | $593-96.2% |