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 | $26,839 |
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 | $284,896 | $82,917+243.6% | $103,333+175.7% | $77,643+266.9% |
| Participation rate | 96.7% | 71.6%+25.1pp | 74.5%+22.2pp | 70.6%+26.1pp |
| Annual return | 16.19% | 19.13%-2.9pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $8,037 | $3,552+126.3% | $3,868+107.8% | $2,726+194.8% |
| Participant deferral / active EE | $12,107 | $4,108+194.7% | $5,057+139.4% | $4,647+160.5% |
| Admin fee / account holder | $65 | $638-89.9% | $8,355-99.2% | $430-85.0% |