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 35-2552359 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,883 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,021 | $66,457+94.1% | $81,382+58.5% | $77,643+66.2% |
| Participation rate | 87.8% | 68.7%+19.0pp | 69.5%+18.3pp | 70.6%+17.2pp |
| Annual return | 13.80% | 15.93%-2.1pp | 24.73%-10.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,425 | $2,159+104.9% | $2,463+79.7% | $2,726+62.3% |
| Participant deferral / active EE | $4,194 | $3,679+14.0% | $3,883+8.0% | $4,647-9.8% |
| Admin fee / account holder | $117 | $583-79.9% | $5,768-98.0% | $430-72.7% |