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 38-2722519 | Advisory (Plan) | $39,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,616 | $99,078-45.9% | $96,544-44.5% | $74,419-28.0% |
| Participation rate | 64.9% | 80.7%-15.8pp | 76.0%-11.1pp | 70.7%-5.8pp |
| Annual return | 21.53% | 22.48%-1.0pp | 25.84%-4.3pp | 34.38%-12.8pp |
| Employer contribution / active EE | $982 | $2,570-61.8% | $2,965-66.9% | $2,637-62.8% |
| Participant deferral / active EE | $4,248 | $4,933-13.9% | $4,851-12.4% | $4,528-6.2% |
| Admin fee / account holder | $130 | $225-42.1% | $8,252-98.4% | $348-62.6% |