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 61-1758632 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,796 |
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 | $42,159 | $64,612-34.8% | $86,436-51.2% | $64,808-34.9% |
| Participation rate | 95.7% | 81.5%+14.2pp | 80.3%+15.4pp | 71.5%+24.2pp |
| Annual return | -4.83% | 0.66%-5.5pp | 4394.89%-4399.7pp | 32.82%-37.6pp |
| Employer contribution / active EE | $2,191 | $2,744-20.2% | $3,769-41.9% | $2,506-12.6% |
| Participant deferral / active EE | $12,652 | $7,497+68.8% | $6,952+82.0% | $4,310+193.5% |
| Admin fee / account holder | $62 | $169-63.4% | $6,731-99.1% | $188-67.0% |