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 | $58,736 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,173 |
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 | $58,305 | $82,202-29.1% | $125,339-53.5% | $64,808-10.0% |
| Participation rate | 82.8% | 77.9%+4.9pp | 82.4%+0.4pp | 71.5%+11.3pp |
| Annual return | -3.80% | 3.48%-7.3pp | 572.05%-575.9pp | 32.82%-36.6pp |
| Employer contribution / active EE | $3,887 | $3,615+7.5% | $4,814-19.2% | $2,506+55.1% |
| Participant deferral / active EE | $9,256 | $7,175+29.0% | $7,446+24.3% | $4,310+114.7% |
| Admin fee / account holder | $204 | $163+25.1% | $10,010-98.0% | $188+8.7% |