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 7-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 | $3,406 |
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 | $269,594 | $129,021+109.0% | $184,203+46.4% | $77,643+247.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 19.68% | 33.27%-13.6pp | 28.81%-9.1pp | 31.24%-11.6pp |
| Employer contribution / active EE | $16,228 | $4,413+267.8% | $6,427+152.5% | $2,726+495.3% |
| Participant deferral / active EE | $18,580 | $7,297+154.6% | $9,131+103.5% | $4,647+299.8% |
| Admin fee / account holder | $5 | $254-97.9% | $13,901-100.0% | $430-98.8% |