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 55 · EIN 38-2722519 | Other Commissions | $22,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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 | $66,508 | $91,407-27.2% | $135,903-51.1% | $71,457-6.9% |
| Participation rate | 92.7% | 75.7%+17.0pp | 81.9%+10.8pp | 67.9%+24.7pp |
| Annual return | 19.01% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,378 | $3,703-62.8% | $4,856-71.6% | $2,588-46.7% |
| Participant deferral / active EE | $7,989 | $7,092+12.7% | $7,758+3.0% | $4,289+86.3% |
| Admin fee / account holder | $3 | $1,266-99.8% | $10,762-100.0% | $1,587-99.8% |