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 16 · EIN 54-2190047 | Consulting | $6,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,881 |
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 | $134,356 | $73,638+82.5% | $108,410+23.9% | $79,386+69.2% |
| Participation rate | 86.7% | 77.4%+9.3pp | 80.1%+6.6pp | 70.7%+16.0pp |
| Annual return | 17.19% | 33.27%-16.1pp | 905.27%-888.1pp | 116.85%-99.7pp |
| Employer contribution / active EE | $3,083 | $2,397+28.6% | $3,558-13.4% | $2,427+27.0% |
| Participant deferral / active EE | $8,249 | $6,218+32.7% | $6,563+25.7% | $4,046+103.9% |
| Admin fee / account holder | $54 | $638-91.5% | $7,295-99.3% | $626-91.3% |