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 | $177,461 |
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 10 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 | $339,594 | $108,592+212.7% | $129,110+163.0% | $77,904+335.9% |
| Participation rate | 96.4% | 84.8%+11.7pp | 77.3%+19.2pp | 73.7%+22.8pp |
| Annual return | -13.30% | -13.72%+0.4pp | -10.94%-2.4pp | 12.21%-25.5pp |
| Employer contribution / active EE | $9,836 | $5,713+72.2% | $5,052+94.7% | $2,848+245.4% |
| Participant deferral / active EE | $15,344 | $7,051+117.6% | $6,542+134.5% | $4,806+219.3% |
| Admin fee / account holder | $72 | $91-21.0% | $14,302-99.5% | $133-45.6% |