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 | $27,553 |
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 | $114,113 | $41,078+177.8% | $80,569+41.6% | $71,457+59.7% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 20.05% | 38.45%-18.4pp | 935.43%-915.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $8,975 | $1,506+496.1% | $2,723+229.5% | $2,588+246.8% |
| Participant deferral / active EE | $13,742 | $2,699+409.1% | $4,447+209.0% | $4,289+220.4% |
| Admin fee / account holder | $111 | $1,840-94.0% | $5,377-97.9% | $1,587-93.0% |