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 | $18,023 |
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 | $246,956 | $104,317+136.7% | $159,436+54.9% | $86,799+184.5% |
| Participation rate | 83.4% | 77.7%+5.7pp | 82.8%+0.6pp | 72.3%+11.2pp |
| Annual return | 23.42% | 26.32%-2.9pp | 263.57%-240.2pp | 97.91%-74.5pp |
| Employer contribution / active EE | $10,707 | $3,451+210.3% | $4,829+121.7% | $2,405+345.1% |
| Participant deferral / active EE | $4,506 | $6,837-34.1% | $7,352-38.7% | $4,131+9.1% |
| Admin fee / account holder | $22 | $172-87.2% | $10,799-99.8% | $170-87.0% |