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 8-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 | $36,288 |
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 | $86,787 | $144,996-40.1% | $111,297-22.0% | $93,030-6.7% |
| Participation rate | 93.1% | 86.2%+7.0pp | 77.3%+15.8pp | 73.9%+19.2pp |
| Annual return | 15.33% | 18.26%-2.9pp | 54.65%-39.3pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,071 | $3,056-32.2% | $2,731-24.2% | $2,706-23.5% |
| Participant deferral / active EE | $4,014 | $5,587-28.2% | $4,487-10.5% | $4,562-12.0% |
| Admin fee / account holder | $20 | $103-80.6% | $7,964-99.7% | $152-86.7% |