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 9-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) | $13,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,613 | $95,274-55.3% | $135,903-68.6% | $74,419-42.7% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 32.96% | 32.77%+0.2pp | 68.23%-35.3pp | 34.38%-1.4pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $15,187 | $7,782+95.2% | $7,758+95.8% | $4,528+235.4% |
| Admin fee / account holder | $31 | $266-88.5% | $10,762-99.7% | $348-91.2% |