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 | -$49,775 |
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 | $348,528 | $125,758+177.1% | $169,993+105.0% | $75,163+363.7% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 22.76% | 27.20%-4.4pp | 53.37%-30.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $23,556 | $4,615+410.5% | $6,785+247.2% | $2,670+782.3% |
| Participant deferral / active EE | $22,252 | $6,837+225.4% | $10,408+113.8% | $4,125+439.4% |
| Admin fee / account holder | $2 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |