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 16 · EIN 04-2647786 | Consulting | $50,584 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,378 | $69,305+13.1% | $82,313-4.8% | $69,631+12.6% |
| Participation rate | 95.7% | 80.3%+15.4pp | 76.9%+18.8pp | 70.7%+25.0pp |
| Annual return | 13.87% | 21.47%-7.6pp | 25.88%-12.0pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $376 | $1,887-80.1% | $2,428-84.5% | $2,032-81.5% |
| Participant deferral / active EE | $4,916 | $3,568+37.8% | $3,706+32.7% | $3,224+52.5% |
| Admin fee / account holder | $130 | $97+34.1% | $5,608-97.7% | $110+18.0% |