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 | $39,996 |
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 | $69,303 | $88,083-21.3% | $164,813-58.0% | $74,495-7.0% |
| Participation rate | 89.3% | 73.0%+16.3pp | 78.6%+10.7pp | 67.2%+22.1pp |
| Annual return | 17.19% | 17.26%-0.1pp | 69.93%-52.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,720 | $2,593+4.9% | $4,341-37.3% | $2,623+3.7% |
| Participant deferral / active EE | $8,045 | $4,498+78.9% | $6,031+33.4% | $4,346+85.1% |
| Admin fee / account holder | $141 | $2,234-93.7% | $12,690-98.9% | $1,942-92.7% |