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 37 · EIN 04-2647786 | Loan Processing | $36,737 |
FIDUCIARY EXPERTS LLC6 years Service code 27 · EIN 26-1851437 | Advisory (Plan) | $29,515 |
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 | $54,870 | $95,274-42.4% | $135,903-59.6% | $74,419-26.3% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.5pp |
| Annual return | 19.65% | 32.77%-13.1pp | 68.23%-48.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,823 | $3,874-27.1% | $4,856-41.9% | $2,637+7.0% |
| Participant deferral / active EE | $8,422 | $7,782+8.2% | $7,758+8.6% | $4,528+86.0% |
| Admin fee / account holder | $99 | $266-62.7% | $10,762-99.1% | $348-71.4% |