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 | -$290,941 |
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 | $339,992 | $122,186+178.3% | $146,958+131.4% | $199,593+70.3% |
| Participation rate | 90.5% | 78.3%+12.2pp | 82.2%+8.3pp | 72.0%+18.5pp |
| Annual return | 16.36% | 30.56%-14.2pp | 418.34%-402.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $12,156 | $4,093+197.0% | $4,933+146.4% | $3,034+300.6% |
| Participant deferral / active EE | $15,197 | $8,502+78.7% | $8,070+88.3% | $5,087+198.8% |
| Admin fee / account holder | -$116 | $179-165.0% | $12,998-100.9% | $269-143.2% |