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 | -$2,875 |
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 | $267,391 | $91,407+192.5% | $135,903+96.8% | $71,457+274.2% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 19.38% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $6,372 | $3,703+72.1% | $4,856+31.2% | $2,588+146.2% |
| Participant deferral / active EE | $13,907 | $7,092+96.1% | $7,758+79.3% | $4,289+224.3% |
| Admin fee / account holder | $15 | $1,266-98.8% | $10,762-99.9% | $1,587-99.0% |