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 | $13,838 |
Form 5500 reported that benefits due were not provided when due.
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 | $370,885 | $95,274+289.3% | $135,903+172.9% | $74,419+398.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.57% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $12,642 | $3,874+226.3% | $4,856+160.3% | $2,637+379.3% |
| Participant deferral / active EE | $14,064 | $7,782+80.7% | $7,758+81.3% | $4,528+210.6% |
| Admin fee / account holder | $31 | $266-88.4% | $10,762-99.7% | $348-91.1% |