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 55 · EIN 26-4310632 | Other Commissions | $24,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,656 | $49,138-19.3% | $84,015-52.8% | $65,185-39.2% |
| Participation rate | 81.0% | 60.7%+20.3pp | 69.0%+12.0pp | 70.2%+10.8pp |
| Annual return | 23.63% | 23.00%+0.6pp | 71.31%-47.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,138 | $2,397+72.6% | $3,239+27.8% | $3,514+17.8% |
| Admin fee / account holder | $6 | $543-98.9% | $6,101-99.9% | $847-99.3% |