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 |
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $21,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,373 |
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 | $87,489 | $89,808-2.6% | $100,391-12.9% | $77,643+12.7% |
| Participation rate | 96.4% | 81.2%+15.2pp | 81.5%+14.9pp | 70.6%+25.9pp |
| Annual return | 22.88% | 20.62%+2.3pp | 49.20%-26.3pp | 31.24%-8.4pp |
| Employer contribution / active EE | $2,618 | $3,039-13.8% | $3,942-33.6% | $2,726-3.9% |
| Participant deferral / active EE | $20,111 | $8,284+142.8% | $8,082+148.8% | $4,647+332.7% |
| Admin fee / account holder | $88 | $174-49.4% | $7,899-98.9% | $430-79.5% |