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 | $44,219 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $25,427 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,655 | $127,481+142.9% | $149,696+106.9% | $90,288+243.0% |
| Participation rate | 88.3% | 78.2%+10.1pp | 82.5%+5.8pp | 73.4%+14.9pp |
| Annual return | 11.77% | 57.78%-46.0pp | 276.60%-264.8pp | 53.97%-42.2pp |
| Employer contribution / active EE | $6,263 | $3,448+81.7% | $4,644+34.9% | $2,524+148.1% |
| Participant deferral / active EE | $15,015 | $6,975+115.3% | $6,842+119.5% | $4,232+254.8% |
| Admin fee / account holder | $31 | $152-79.6% | $9,309-99.7% | $114-72.8% |