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 | -$6,189 |
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 | $318,614 | $91,407+248.6% | $135,903+134.4% | $71,457+345.9% |
| Participation rate | 94.4% | 75.7%+18.8pp | 81.9%+12.5pp | 67.9%+26.5pp |
| Annual return | 17.16% | 29.90%-12.7pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $18,743 | $3,703+406.1% | $4,856+286.0% | $2,588+624.4% |
| Participant deferral / active EE | $8,530 | $7,092+20.3% | $7,758+10.0% | $4,289+98.9% |
| Admin fee / account holder | $115 | $1,266-90.9% | $10,762-98.9% | $1,587-92.7% |