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 | $22,743 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $9,998 |
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 | $64,484 | $55,415+16.4% | $155,509-58.5% | $74,495-13.4% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 11.31% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,356 | $2,267-40.2% | $4,672-71.0% | $2,623-48.3% |
| Participant deferral / active EE | $2,590 | $2,836-8.7% | $5,626-54.0% | $4,346-40.4% |
| Admin fee / account holder | $176 | $1,738-89.9% | $15,912-98.9% | $1,942-90.9% |