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 55 · EIN 13-2638166 | Other Commissions | $17,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,574 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,181 | $62,132+6.5% | $185,823-64.4% | $73,488-9.9% |
| Participation rate | 75.5% | 67.8%+7.6pp | 78.0%-2.6pp | 70.7%+4.8pp |
| Annual return | 156.40% | 20.44%+136.0pp | 35.95%+120.5pp | 28.51%+127.9pp |
| Employer contribution / active EE | $3,168 | $1,681+88.4% | $4,087-22.5% | $2,270+39.5% |
| Participant deferral / active EE | $7,479 | $3,711+101.5% | $5,632+32.8% | $3,740+100.0% |
| Admin fee / account holder | $8 | $419-98.0% | $9,500-99.9% | $513-98.4% |