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 6-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 | $99,155 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
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 | $60,540 | $82,202-26.4% | $125,339-51.7% | $64,808-6.6% |
| Participation rate | 78.8% | 77.9%+1.0pp | 82.4%-3.5pp | 71.5%+7.4pp |
| Annual return | -14.41% | 3.48%-17.9pp | 572.05%-586.5pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,409 | $3,615-5.7% | $4,814-29.2% | $2,506+36.1% |
| Participant deferral / active EE | $8,409 | $7,175+17.2% | $7,446+12.9% | $4,310+95.1% |
| Admin fee / account holder | $175 | $163+7.1% | $10,010-98.3% | $188-6.9% |