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 37 · EIN 04-2647786 | Loan Processing | $16,560 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $12,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,040 | $56,485-29.1% | $185,823-78.5% | $86,799-53.9% |
| Participation rate | 41.6% | 65.5%-23.9pp | 81.7%-40.1pp | 72.3%-30.7pp |
| Annual return | 14.96% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-82.9pp |
| Employer contribution / active EE | $905 | $1,843-50.9% | $5,167-82.5% | $2,405-62.4% |
| Participant deferral / active EE | $2,732 | $2,553+7.0% | $5,568-50.9% | $4,131-33.9% |
| Admin fee / account holder | $158 | $150+5.9% | $16,237-99.0% | $170-6.6% |