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 80-0833114 | Advisory (Plan) | $34,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,622 |
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 | $82,074 | $82,879-1.0% | $96,576-15.0% | $67,986+20.7% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.4%+17.4pp | 57.2%+41.6pp |
| Annual return | 30.10% | 36.90%-6.8pp | 38.47%-8.4pp | 31.67%-1.6pp |
| Employer contribution / active EE | $4,626 | $2,727+69.6% | $3,553+30.2% | $2,019+129.1% |
| Participant deferral / active EE | $14,030 | $6,976+101.1% | $7,956+76.3% | $3,358+317.8% |
| Admin fee / account holder | $221 | $2,783-92.0% | $11,381-98.1% | $3,203-93.1% |