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 | $1,577 |
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 | $89,889 | $93,571-3.9% | $135,903-33.9% | $75,163+19.6% |
| Participation rate | 98.9% | 75.2%+23.8pp | 81.9%+17.0pp | 67.2%+31.8pp |
| Annual return | 19.33% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,710 | $3,537+33.2% | $4,856-3.0% | $2,670+76.4% |
| Participant deferral / active EE | $13,422 | $6,404+109.6% | $7,758+73.0% | $4,125+225.4% |
| Admin fee / account holder | $30 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |