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 | -$64,894 |
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 | $314,175 | $107,459+192.4% | $135,903+131.2% | $80,160+291.9% |
| Participation rate | 91.1% | 78.0%+13.1pp | 81.9%+9.2pp | 72.9%+18.2pp |
| Annual return | 25.66% | 91.91%-66.3pp | 68.23%-42.6pp | 40.38%-14.7pp |
| Employer contribution / active EE | $11,399 | $3,877+194.0% | $4,856+134.7% | $2,978+282.8% |
| Participant deferral / active EE | $14,866 | $8,195+81.4% | $7,758+91.6% | $5,017+196.3% |
| Admin fee / account holder | -$28 | $127-121.9% | $10,762-100.3% | $145-119.2% |