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 | $39,634 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,730 |
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 | $73,612 | $91,407-19.5% | $135,903-45.8% | $71,457+3.0% |
| Participation rate | 89.3% | 75.7%+13.6pp | 81.9%+7.4pp | 67.9%+21.3pp |
| Annual return | 28.34% | 29.90%-1.6pp | 68.23%-39.9pp | 28.85%-0.5pp |
| Employer contribution / active EE | $6,001 | $3,703+62.0% | $4,856+23.6% | $2,588+131.9% |
| Participant deferral / active EE | $15,189 | $7,092+114.2% | $7,758+95.8% | $4,289+254.2% |
| Admin fee / account holder | $243 | $1,266-80.8% | $10,762-97.7% | $1,587-84.7% |