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 04-2675571 | Advisory (Plan) | $8,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,913 | $81,900-18.3% | $119,609-44.1% | $68,494-2.3% |
| Participation rate | 68.6% | 71.9%-3.3pp | 79.3%-10.6pp | 67.9%+0.7pp |
| Annual return | -16.65% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,535 | $2,693-43.0% | $4,232-63.7% | $2,596-40.9% |
| Participant deferral / active EE | $4,815 | $4,148+16.1% | $5,602-14.1% | $4,027+19.6% |
| Admin fee / account holder | $267 | $6,582-95.9% | $10,323-97.4% | $5,403-95.1% |