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 | $25,194 |
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 | $77,147 | $37,393+106.3% | $77,024+0.2% | $66,914+15.3% |
| Participation rate | 99.5% | 52.9%+46.6pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | -18.00% | -3.29%-14.7pp | 42.32%-60.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,669 | $1,531+270.3% | $2,812+101.6% | $2,544+122.8% |
| Participant deferral / active EE | $12,420 | $2,617+374.6% | $4,426+180.6% | $4,237+193.1% |
| Admin fee / account holder | $92 | $567-83.8% | $5,425-98.3% | $593-84.6% |