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 5-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 | $431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $326,832 | $104,475+212.8% | $159,436+105.0% | $79,386+311.7% |
| Participation rate | 90.6% | 76.6%+13.9pp | 82.8%+7.7pp | 70.7%+19.8pp |
| Annual return | 17.81% | 67.95%-50.1pp | 263.57%-245.8pp | 116.85%-99.0pp |
| Employer contribution / active EE | $5,594 | $3,417+63.7% | $4,829+15.8% | $2,427+130.4% |
| Participant deferral / active EE | $13,269 | $6,467+105.2% | $7,352+80.5% | $4,046+228.0% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.8% |