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 27 · EIN 47-1411118 | Advisory (Plan) | $32,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,941 | $79,171-16.7% | $102,423-35.6% | $74,495-11.5% |
| Participation rate | 79.4% | 74.8%+4.6pp | 76.5%+2.9pp | 67.2%+12.2pp |
| Annual return | 16.19% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,075 | $2,362+30.2% | $3,023+1.7% | $2,623+17.2% |
| Participant deferral / active EE | $6,706 | $4,415+51.9% | $5,053+32.7% | $4,346+54.3% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,451-97.4% | $1,942-87.5% |