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 49 · EIN 82-1371994 | Other Services | $16,303 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $464,900 | $95,416+387.2% | $185,823+150.2% | $85,850+441.5% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 13.47% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $26,039 | $3,314+685.8% | $5,167+403.9% | $2,565+915.1% |
| Participant deferral / active EE | $12,860 | $3,423+275.7% | $5,568+131.0% | $3,952+225.4% |
| Admin fee / account holder | $29 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |