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 | $72,826 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
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 | $70,925 | $52,293+35.6% | $178,490-60.3% | $73,409-3.4% |
| Participation rate | 93.4% | 65.3%+28.1pp | 81.9%+11.5pp | 72.2%+21.2pp |
| Annual return | 16.58% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $879 | $1,735-49.3% | $5,011-82.4% | $2,234-60.6% |
| Participant deferral / active EE | $4,269 | $2,332+83.0% | $5,202-17.9% | $3,805+12.2% |
| Admin fee / account holder | $115 | $127-9.9% | $13,984-99.2% | $158-27.4% |