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 | $1,938 |
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 | $230,204 | $65,557+251.2% | $64,056+259.4% | $71,457+222.2% |
| Participation rate | 99.0% | 73.2%+25.9pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 16.92% | 18.94%-2.0pp | 33.69%-16.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $12,519 | $2,669+369.1% | $2,747+355.8% | $2,588+383.8% |
| Participant deferral / active EE | $15,943 | $3,626+339.7% | $3,880+310.9% | $4,289+271.7% |
| Admin fee / account holder | $14 | $616-97.8% | $3,068-99.6% | $1,587-99.1% |