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 | $108,186 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $77,871 |
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 | $99,147 | $107,459-7.7% | $135,903-27.0% | $80,160+23.7% |
| Participation rate | 96.5% | 78.0%+18.5pp | 81.9%+14.6pp | 72.9%+23.6pp |
| Annual return | 19.21% | 91.91%-72.7pp | 68.23%-49.0pp | 40.38%-21.2pp |
| Employer contribution / active EE | $3,261 | $3,877-15.9% | $4,856-32.9% | $2,978+9.5% |
| Participant deferral / active EE | $15,531 | $8,195+89.5% | $7,758+100.2% | $5,017+209.6% |
| Admin fee / account holder | $95 | $127-25.0% | $10,762-99.1% | $145-34.3% |