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 | $231 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,911 | $87,125-33.5% | $108,410-46.6% | $86,799-33.3% |
| Participation rate | 96.8% | 80.5%+16.2pp | 80.1%+16.6pp | 72.3%+24.5pp |
| Annual return | 30.18% | 25.21%+5.0pp | 905.27%-875.1pp | 97.91%-67.7pp |
| Employer contribution / active EE | $3,448 | $2,477+39.2% | $3,558-3.1% | $2,405+43.4% |
| Participant deferral / active EE | $7,792 | $6,944+12.2% | $6,563+18.7% | $4,131+88.6% |
| Admin fee / account holder | $11 | $130-91.8% | $7,295-99.9% | $170-93.7% |