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 3-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 61-1758632 | Advisory (Plan) | $86,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,386 |
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 | $65,370 | $106,110-38.4% | $147,005-55.5% | $77,671-15.8% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 20.48% | 56.77%-36.3pp | 418.76%-398.3pp | 31.21%-10.7pp |
| Employer contribution / active EE | $2,023 | $4,065-50.2% | $4,934-59.0% | $2,726-25.8% |
| Participant deferral / active EE | $9,849 | $7,992+23.2% | $8,070+22.0% | $4,648+111.9% |
| Admin fee / account holder | $109 | $338-67.7% | $13,006-99.2% | $430-74.6% |