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 7-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 26 · EIN 32-0781448 | Advisory (Participants) | $16,100 |
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 | $42,103 | $119,446-64.8% | $150,045-71.9% | $85,563-50.8% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+32.9pp |
| Annual return | 43.64% | 23.72%+19.9pp | 62.55%-18.9pp | 31.51%+12.1pp |
| Employer contribution / active EE | $4,812 | $4,078+18.0% | $4,693+2.5% | $2,654+81.3% |
| Participant deferral / active EE | $11,799 | $7,985+47.8% | $7,997+47.5% | $4,375+169.7% |
| Admin fee / account holder | $26 | $548-95.3% | $13,435-99.8% | $834-96.9% |