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 13-2638166 | Advisory (Plan) | $30,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,841 |
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 | $60,923 | $82,978-26.6% | $129,995-53.1% | $71,457-14.7% |
| Participation rate | 91.2% | 74.1%+17.2pp | 78.5%+12.7pp | 67.9%+23.3pp |
| Annual return | 18.73% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,444 | $2,622-6.8% | $4,320-43.4% | $2,588-5.5% |
| Participant deferral / active EE | $7,062 | $4,432+59.3% | $5,820+21.3% | $4,289+64.7% |
| Admin fee / account holder | $197 | $1,729-88.6% | $10,614-98.1% | $1,587-87.6% |