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 37 · EIN 04-2647786 | Loan Processing | $105,157 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,516 |
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 | $66,263 | $95,274-30.4% | $135,903-51.2% | $74,419-11.0% |
| Participation rate | 93.5% | 78.2%+15.3pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 23.20% | 32.77%-9.6pp | 68.23%-45.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,636 | $3,874-31.9% | $4,856-45.7% | $2,6370% |
| Participant deferral / active EE | $11,133 | $7,782+43.1% | $7,758+43.5% | $4,528+145.9% |
| Admin fee / account holder | $300 | $266+12.7% | $10,762-97.2% | $348-13.8% |