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 37 · EIN 04-2647786 | Loan Processing | $44,977 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,776 |
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 | $49,888 | $84,487-41.0% | $125,339-60.2% | $66,914-25.4% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.7pp | 69.8%+23.2pp |
| Annual return | -10.08% | -8.39%-1.7pp | 572.05%-582.1pp | 1.58%-11.7pp |
| Employer contribution / active EE | $9,195 | $3,553+158.8% | $4,814+91.0% | $2,544+261.4% |
| Participant deferral / active EE | $15,286 | $6,781+125.4% | $7,446+105.3% | $4,237+260.8% |
| Admin fee / account holder | $235 | $685-65.8% | $10,010-97.7% | $593-60.5% |