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 37 · EIN 04-2647786 | Loan Processing | $41,467 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,000 |
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 | $73,548 | $119,446-38.4% | $150,045-51.0% | $85,563-14.0% |
| Participation rate | 94.7% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.8pp |
| Annual return | 32.38% | 23.72%+8.7pp | 62.55%-30.2pp | 31.51%+0.9pp |
| Employer contribution / active EE | $7,822 | $4,078+91.8% | $4,693+66.7% | $2,654+194.8% |
| Participant deferral / active EE | $18,223 | $7,985+128.2% | $7,997+127.9% | $4,375+316.5% |
| Admin fee / account holder | $148 | $548-73.0% | $13,435-98.9% | $834-82.3% |