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 27 · EIN 35-2552359 | Advisory (Plan) | $78,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,338 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,877 | $65,435+124.5% | $86,677+69.5% | $66,914+119.5% |
| Participation rate | 77.0% | 75.5%+1.6pp | 76.6%+0.5pp | 69.8%+7.2pp |
| Annual return | -16.49% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,002 | $2,153-7.0% | $2,836-29.4% | $2,544-21.3% |
| Participant deferral / active EE | $6,571 | $4,100+60.3% | $4,656+41.1% | $4,237+55.1% |
| Admin fee / account holder | $294 | $642-54.2% | $7,493-96.1% | $593-50.5% |