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 | $106,028-38.3% | $146,958-55.5% | $77,643-15.8% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 20.48% | 56.73%-36.3pp | 418.34%-397.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,023 | $4,063-50.2% | $4,933-59.0% | $2,726-25.8% |
| Participant deferral / active EE | $9,849 | $7,990+23.3% | $8,070+22.0% | $4,647+111.9% |
| Admin fee / account holder | $109 | $337-67.6% | $12,998-99.2% | $430-74.6% |