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 | $4,700 |
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 | $45,720 | $59,159-22.7% | $159,960-71.4% | $66,914-31.7% |
| Participation rate | 86.9% | 68.1%+18.8pp | 78.0%+9.0pp | 69.8%+17.1pp |
| Annual return | -15.41% | -12.26%-3.2pp | 408.60%-424.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,423 | $1,983+22.2% | $4,226-42.7% | $2,544-4.8% |
| Participant deferral / active EE | $3,569 | $4,395-18.8% | $6,182-42.3% | $4,237-15.8% |
| Admin fee / account holder | $35 | $591-94.1% | $8,698-99.6% | $593-94.1% |