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 | $132,555 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $43,551 |
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 | $25,445 | $81,357-68.7% | $75,972-66.5% | $199,593-87.3% |
| Participation rate | 97.4% | 69.9%+27.5pp | 69.1%+28.4pp | 72.0%+25.4pp |
| Annual return | 18.08% | 16.32%+1.8pp | 359.55%-341.5pp | 34.25%-16.2pp |
| Employer contribution / active EE | $1,018 | $3,341-69.5% | $2,685-62.1% | $3,034-66.4% |
| Participant deferral / active EE | $5,938 | $4,710+26.1% | $4,255+39.5% | $5,087+16.7% |
| Admin fee / account holder | $91 | $144-37.0% | $6,467-98.6% | $269-66.2% |