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 99-2539506 | Advisory (Plan) | $5,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,767 |
Form 5500 reported that benefits due were not provided when due.
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 | $43,399 | $87,870-50.6% | $113,168-61.7% | $74,304-41.6% |
| Participation rate | 85.2% | 70.7%+14.4pp | 76.6%+8.6pp | 60.3%+24.8pp |
| Annual return | 15.23% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,751 | $2,277+20.8% | $2,975-7.5% | $2,241+22.8% |
| Participant deferral / active EE | $3,341 | $4,241-21.2% | $5,107-34.6% | $3,767-11.3% |
| Admin fee / account holder | $64 | $3,368-98.1% | $12,068-99.5% | $2,969-97.9% |