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 | $60,250 |
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 | $68,264 | $110,299-38.1% | $102,423-33.4% | $199,593-65.8% |
| Participation rate | 93.2% | 86.3%+7.0pp | 76.5%+16.7pp | 72.0%+21.3pp |
| Annual return | 15.78% | 35.73%-20.0pp | 29.32%-13.5pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,417 | $3,603-32.9% | $3,023-20.1% | $3,034-20.4% |
| Participant deferral / active EE | $4,613 | $6,376-27.7% | $5,053-8.7% | $5,087-9.3% |
| Admin fee / account holder | $27 | $122-78.2% | $9,451-99.7% | $269-90.1% |