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 7-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 | $43,004 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,496 |
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 | $21,679 | $47,126-54.0% | $149,673-85.5% | $74,419-70.9% |
| Participation rate | 74.8% | 63.4%+11.4pp | 78.8%-3.9pp | 70.7%+4.1pp |
| Annual return | 19.39% | 22.75%-3.4pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $484 | $1,905-74.6% | $4,818-89.9% | $2,637-81.6% |
| Participant deferral / active EE | $2,507 | $2,728-8.1% | $5,680-55.9% | $4,528-44.6% |
| Admin fee / account holder | $97 | $343-71.6% | $13,210-99.3% | $348-72.0% |