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 | $31,269 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
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 | $22,701 | $56,638-59.9% | $169,368-86.6% | $74,419-69.5% |
| Participation rate | 70.7% | 67.5%+3.2pp | 77.1%-6.4pp | 70.7%0pp |
| Annual return | 22.01% | 24.75%-2.7pp | 405.60%-383.6pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,745 | $2,027-13.9% | $4,013-56.5% | $2,637-33.8% |
| Participant deferral / active EE | $3,788 | $4,223-10.3% | $6,221-39.1% | $4,528-16.3% |
| Admin fee / account holder | $146 | $307-52.4% | $9,003-98.4% | $348-58.0% |