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 | $122,235 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $111,486 |
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 | $78,770 | $95,388-17.4% | $125,339-37.2% | $77,904+1.1% |
| Participation rate | 95.4% | 78.6%+16.8pp | 82.4%+13.1pp | 73.7%+21.8pp |
| Annual return | -16.70% | 116.19%-132.9pp | 572.05%-588.8pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,390 | $3,666-7.5% | $4,814-29.6% | $2,848+19.0% |
| Participant deferral / active EE | $14,588 | $7,711+89.2% | $7,446+95.9% | $4,806+203.5% |
| Admin fee / account holder | $111 | $119-6.4% | $10,010-98.9% | $133-16.0% |