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 01-0510740 | Advisory (Plan) | $60,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,953 |
Form 5500 reported that benefits due were not provided when due.
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 | $205,089 | $91,407+124.4% | $135,903+50.9% | $71,457+187.0% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 22.31% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $1,499 | $3,703-59.5% | $4,856-69.1% | $2,588-42.1% |
| Participant deferral / active EE | $11,114 | $7,092+56.7% | $7,758+43.3% | $4,289+159.1% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.2% |