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 43-1451524 | Advisory (Plan) | $29,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,644 |
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 | $60,992 | $54,701+11.5% | $86,188-29.2% | $71,457-14.6% |
| Participation rate | 93.8% | 60.1%+33.6pp | 69.0%+24.8pp | 67.9%+25.8pp |
| Annual return | 10.30% | 20.06%-9.8pp | 1168.45%-1158.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,373 | $1,265+87.5% | $2,380-0.3% | $2,588-8.3% |
| Participant deferral / active EE | $2,451 | $3,108-21.2% | $3,985-38.5% | $4,289-42.9% |
| Admin fee / account holder | $151 | $1,922-92.2% | $6,852-97.8% | $1,587-90.5% |