Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $36,661 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,332 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,342 | $78,976-7.1% | $100,383-26.9% | $74,546-1.6% |
| Participation rate | 79.5% | 79.5%0pp | 81.5%-2.0pp | 67.2%+12.2pp |
| Annual return | 13.59% | 20.62%-7.0pp | 49.26%-35.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $4,152 | $3,019+37.5% | $3,944+5.3% | $2,624+58.2% |
| Participant deferral / active EE | $8,971 | $7,758+15.6% | $8,086+10.9% | $4,347+106.3% |
| Admin fee / account holder | $244 | $1,330-81.7% | $7,900-96.9% | $1,944-87.5% |