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 | $69,150 |
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 | $104,460 | $88,890+17.5% | $102,423+2.0% | $77,643+34.5% |
| Participation rate | 86.3% | 80.9%+5.4pp | 76.5%+9.8pp | 70.6%+15.7pp |
| Annual return | 24.29% | 24.98%-0.7pp | 29.32%-5.0pp | 31.24%-6.9pp |
| Employer contribution / active EE | $2,086 | $2,698-22.7% | $3,023-31.0% | $2,726-23.5% |
| Participant deferral / active EE | $6,896 | $5,145+34.0% | $5,053+36.5% | $4,647+48.4% |
| Admin fee / account holder | $158 | $235-32.9% | $9,451-98.3% | $430-63.3% |