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 | $8,860 |
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 | $38,202 | $50,898-24.9% | $171,082-77.7% | $55,167-30.8% |
| Participation rate | 84.6% | 63.3%+21.3pp | 76.7%+7.9pp | 69.0%+15.6pp |
| Annual return | 9.14% | 15.34%-6.2pp | 32.56%-23.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,209 | $1,433-15.7% | $4,002-69.8% | $1,963-38.4% |
| Participant deferral / active EE | $2,914 | $2,994-2.7% | $4,797-39.2% | $3,054-4.6% |
| Admin fee / account holder | $34 | $500-93.1% | $8,520-99.6% | $504-93.2% |