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 61-1758632 | Advisory (Plan) | $25,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,510 |
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 | $86,669 | $88,083-1.6% | $164,813-47.4% | $74,495+16.3% |
| Participation rate | 92.2% | 73.0%+19.1pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 16.86% | 17.26%-0.4pp | 69.93%-53.1pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,009 | $2,593-22.5% | $4,341-53.7% | $2,623-23.4% |
| Participant deferral / active EE | $6,398 | $4,498+42.2% | $6,031+6.1% | $4,346+47.2% |
| Admin fee / account holder | $287 | $2,234-87.1% | $12,690-97.7% | $1,942-85.2% |