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 | $50,133 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $275,337 | $92,971+196.2% | $96,683+184.8% | $74,419+270.0% |
| Participation rate | 97.9% | 71.5%+26.3pp | 74.3%+23.5pp | 70.7%+27.1pp |
| Annual return | 19.58% | 37.49%-17.9pp | 35.69%-16.1pp | 34.38%-14.8pp |
| Employer contribution / active EE | $8,545 | $3,426+149.4% | $3,737+128.7% | $2,637+224.0% |
| Participant deferral / active EE | $12,363 | $3,970+211.4% | $4,878+153.4% | $4,528+173.0% |
| Admin fee / account holder | $126 | $633-80.1% | $6,730-98.1% | $348-63.9% |