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 | -$54,877 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $416,673 | $105,181+296.1% | $159,436+161.3% | $85,850+385.4% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.7pp | 69.3%+9.8pp |
| Annual return | 18.47% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $3,297 | $3,318-0.6% | $4,829-31.7% | $2,565+28.5% |
| Participant deferral / active EE | $9,175 | $5,945+54.3% | $7,352+24.8% | $3,952+132.2% |
| Admin fee / account holder | -$514 | $6,933-107.4% | $10,799-104.8% | $6,260-108.2% |