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 | $41,436 |
Filed as: KRAVITZ LLC Service code 10 · EIN 95-3207191 | Accounting | $7,085 |
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 | $598,065 | $104,475+472.4% | $159,436+275.1% | $79,386+653.4% |
| Participation rate | 95.7% | 76.6%+19.1pp | 82.8%+12.9pp | 70.7%+25.0pp |
| Annual return | 16.17% | 67.95%-51.8pp | 263.57%-247.4pp | 116.85%-100.7pp |
| Employer contribution / active EE | $16,522 | $3,417+383.6% | $4,829+242.1% | $2,427+580.6% |
| Participant deferral / active EE | $14,341 | $6,467+121.7% | $7,352+95.1% | $4,046+254.5% |
| Admin fee / account holder | $232 | $711-67.4% | $10,799-97.9% | $626-63.0% |