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 35-2552359 | Other Commissions | $17,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
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 | $35,966 | $65,435-45.0% | $86,677-58.5% | $66,914-46.3% |
| Participation rate | 80.4% | 75.5%+5.0pp | 76.6%+3.9pp | 69.8%+10.6pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $772 | $2,153-64.2% | $2,836-72.8% | $2,544-69.7% |
| Participant deferral / active EE | $2,502 | $4,100-39.0% | $4,656-46.3% | $4,237-40.9% |
| Admin fee / account holder | $17 | $642-97.3% | $7,493-99.8% | $593-97.1% |