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 37 · EIN 04-2647786 | Loan Processing | $2,325 |
Form 5500 reported that benefits due were not provided when due.
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 | $250,830 | $61,272+309.4% | $149,673+67.6% | $71,457+251.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.90% | 35.85%-19.0pp | 134.42%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $10,103 | $2,378+324.8% | $4,818+109.7% | $2,588+290.4% |
| Participant deferral / active EE | $7,121 | $2,917+144.1% | $5,680+25.4% | $4,289+66.0% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |