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 | $756 |
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 | $95,562 | $84,487+13.1% | $125,339-23.8% | $66,914+42.8% |
| Participation rate | 87.3% | 76.4%+10.8pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -15.41% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,723 | $3,553-23.4% | $4,814-43.4% | $2,544+7.0% |
| Participant deferral / active EE | $8,061 | $6,781+18.9% | $7,446+8.3% | $4,237+90.3% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |