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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $223,299 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $110,604 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $139,762 | $111,072+25.8% | $156,263-10.6% | $102,872+35.9% |
| Participation rate | 76.0% | 80.1%-4.2pp | 78.9%-3.0pp | 73.0%+2.9pp |
| Annual return | 14.81% | 16.98%-2.2pp | 59.47%-44.7pp | 19.06%-4.2pp |
| Employer contribution / active EE | $3,149 | $4,017-21.6% | $4,333-27.3% | $3,526-10.7% |
| Participant deferral / active EE | $4,179 | $5,455-23.4% | $6,158-32.1% | $5,535-24.5% |
| Admin fee / account holder | $115 | $120-4.5% | $14,255-99.2% | $292-60.6% |