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 43-1451524 | Advisory (Plan) | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,721 |
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 | $81,800 | $76,050+7.6% | $96,544-15.3% | $71,457+14.5% |
| Participation rate | 88.3% | 74.4%+13.9pp | 76.0%+12.4pp | 67.9%+20.4pp |
| Annual return | 21.40% | 22.81%-1.4pp | 25.84%-4.4pp | 28.85%-7.4pp |
| Employer contribution / active EE | $5,481 | $2,244+144.2% | $2,965+84.9% | $2,588+111.8% |
| Participant deferral / active EE | $11,374 | $4,215+169.8% | $4,851+134.5% | $4,289+165.2% |
| Admin fee / account holder | $142 | $2,707-94.8% | $8,252-98.3% | $1,587-91.1% |