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 15 · EIN 04-2647786 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 12 reportable transactions. $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.
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 | $425,220 | $142,386+198.6% | $152,466+178.9% | $93,030+357.1% |
| Participation rate | 96.8% | 85.6%+11.3pp | 78.2%+18.6pp | 73.9%+22.9pp |
| Annual return | 13.90% | 18.07%-4.2pp | 757.33%-743.4pp | 158.70%-144.8pp |
| Employer contribution / active EE | $9,344 | $5,485+70.4% | $4,327+116.0% | $2,706+245.3% |
| Participant deferral / active EE | $14,902 | $6,872+116.8% | $5,820+156.0% | $4,562+226.6% |
| Admin fee / account holder | -$2 | $108-101.5% | $15,805-100.0% | $152-101.1% |