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 | $3,806 |
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 | $85,214 | $84,487+0.9% | $125,339-32.0% | $66,914+27.3% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+5.9pp | 69.8%+18.5pp |
| Annual return | -7.32% | -8.39%+1.1pp | 572.05%-579.4pp | 1.58%-8.9pp |
| Employer contribution / active EE | $4,761 | $3,553+34.0% | $4,814-1.1% | $2,544+87.1% |
| Participant deferral / active EE | $13,370 | $6,781+97.2% | $7,446+79.6% | $4,237+215.6% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.9% | $593-97.5% |