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 | $43,947 |
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 | $25,777 | $62,624-58.8% | $177,989-85.5% | $77,643-66.8% |
| Participation rate | 70.8% | 66.8%+4.0pp | 77.1%-6.3pp | 70.6%+0.3pp |
| Annual return | 12.60% | 16.16%-3.6pp | 294.48%-281.9pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,528 | $1,909-20.0% | $3,949-61.3% | $2,726-43.9% |
| Participant deferral / active EE | $3,297 | $4,219-21.9% | $6,276-47.5% | $4,647-29.1% |
| Admin fee / account holder | $163 | $386-57.8% | $10,363-98.4% | $430-62.2% |