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 | $38,340 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $11,355 |
Service code 10 · EIN 77-0573994 | Accounting | $5,475 |
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 | $54,507 | $106,028-48.6% | $146,958-62.9% | $77,643-29.8% |
| Participation rate | 79.2% | 78.4%+0.9pp | 82.2%-2.9pp | 70.6%+8.6pp |
| Annual return | 53.27% | 56.73%-3.5pp | 418.34%-365.1pp | 31.24%+22.0pp |
| Employer contribution / active EE | $9,534 | $4,063+134.7% | $4,933+93.3% | $2,726+249.8% |
| Participant deferral / active EE | $14,420 | $7,990+80.5% | $8,070+78.7% | $4,647+210.3% |
| Admin fee / account holder | $152 | $337-54.8% | $12,998-98.8% | $430-64.6% |