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 | $21,233 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,251 | $72,254+125.9% | $86,677+88.3% | $64,808+151.9% |
| Participation rate | 92.0% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -17.11% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,549 | $2,393+48.3% | $2,836+25.1% | $2,506+41.6% |
| Participant deferral / active EE | $13,725 | $4,658+194.6% | $4,656+194.8% | $4,310+218.4% |
| Admin fee / account holder | $72 | $174-58.7% | $7,493-99.0% | $188-61.8% |