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 26 · EIN 26-0058143 | Advisory (Participants) | $128,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $103,478 |
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 | $81,978 | $128,899-36.4% | $113,168-27.6% | $102,872-20.3% |
| Participation rate | 85.8% | 87.0%-1.2pp | 76.6%+9.2pp | 73.0%+12.7pp |
| Annual return | 34.06% | 15.88%+18.2pp | 24.27%+9.8pp | 19.06%+15.0pp |
| Employer contribution / active EE | $2,662 | $3,713-28.3% | $2,975-10.5% | $3,526-24.5% |
| Participant deferral / active EE | $5,378 | $6,787-20.8% | $5,107+5.3% | $5,535-2.8% |
| Admin fee / account holder | $132 | $129+2.0% | $12,068-98.9% | $292-54.8% |