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 55 · EIN 26-4310632 | Other Commissions | $51,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,388 |
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 | $187,248 | $84,487+121.6% | $125,339+49.4% | $66,914+179.8% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.0pp | 69.8%+23.6pp |
| Annual return | -18.18% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $6,506 | $3,553+83.1% | $4,814+35.2% | $2,544+155.7% |
| Participant deferral / active EE | $15,800 | $6,781+133.0% | $7,446+112.2% | $4,237+272.9% |
| Admin fee / account holder | $169 | $685-75.3% | $10,010-98.3% | $593-71.5% |