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 5-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 55 · EIN 38-2722519 | Other Commissions | $214,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,172 |
Form 5500 reported that benefits due were not provided when due.
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 | $192,903 | $88,890+117.0% | $102,423+88.3% | $77,643+148.4% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.2pp |
| Annual return | 15.64% | 24.98%-9.3pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,828 | $2,698+41.9% | $3,023+26.6% | $2,726+40.4% |
| Participant deferral / active EE | $16,589 | $5,145+222.4% | $5,053+228.3% | $4,647+257.0% |
| Admin fee / account holder | $5 | $235-98.1% | $9,451-100.0% | $430-99.0% |