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 9-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 | $3,292 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,904 | $46,292+98.5% | $143,757-36.1% | $64,808+41.8% |
| Participation rate | 71.4% | 64.2%+7.2pp | 80.3%-8.9pp | 71.5%-0.1pp |
| Annual return | -12.90% | -10.05%-2.8pp | -0.04%-12.9pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,032 | $1,910-46.0% | $4,951-79.2% | $2,506-58.8% |
| Participant deferral / active EE | $3,900 | $2,646+47.4% | $5,637-30.8% | $4,310-9.5% |
| Admin fee / account holder | $1 | $154-99.6% | $14,673-100.0% | $188-99.6% |