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) | $21,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,126 |
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 | $71,922 | $101,317-29.0% | $146,958-51.1% | $74,495-3.5% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 26.57% | 8730.91%-8704.3pp | 418.34%-391.8pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $19,881 | $7,303+172.2% | $8,070+146.4% | $4,346+357.5% |
| Admin fee / account holder | $51 | $1,739-97.0% | $12,998-99.6% | $1,942-97.3% |