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) | $49,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,623 |
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 | $62,452 | $88,890-29.7% | $102,423-39.0% | $77,643-19.6% |
| Participation rate | 66.4% | 80.9%-14.6pp | 76.5%-10.1pp | 70.6%-4.2pp |
| Annual return | 15.54% | 24.98%-9.4pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,219 | $2,698-54.8% | $3,023-59.7% | $2,726-55.3% |
| Participant deferral / active EE | $4,103 | $5,145-20.3% | $5,053-18.8% | $4,647-11.7% |
| Admin fee / account holder | $164 | $235-30.3% | $9,451-98.3% | $430-61.9% |