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 37 · EIN 04-2647786 | Loan Processing | $29,729 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $240,298 | $106,236+126.2% | $112,228+114.1% | $64,808+270.8% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.1%+23.9pp | 71.5%+27.5pp |
| Annual return | -16.99% | -6.02%-11.0pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $7,979 | $3,166+152.0% | $3,635+119.5% | $2,506+218.4% |
| Participant deferral / active EE | $11,334 | $3,785+199.4% | $4,728+139.7% | $4,310+163.0% |
| Admin fee / account holder | $73 | $452-83.8% | $6,410-98.9% | $188-61.0% |