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 | $23,273 |
EQUITABLE ADVISORS LLC4 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $16,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,348 | $47,126-25.0% | $149,673-76.4% | $74,419-52.5% |
| Participation rate | 35.2% | 63.4%-28.2pp | 78.8%-43.5pp | 70.7%-35.5pp |
| Annual return | 22.90% | 22.75%+0.1pp | 134.42%-111.5pp | 34.38%-11.5pp |
| Employer contribution / active EE | $649 | $1,905-66.0% | $4,818-86.5% | $2,637-75.4% |
| Participant deferral / active EE | $2,456 | $2,728-10.0% | $5,680-56.8% | $4,528-45.8% |
| Admin fee / account holder | $137 | $343-60.1% | $13,210-99.0% | $348-60.6% |