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 | $35,500 |
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 | $65,707 | $86,655-24.2% | $119,609-45.1% | $66,914-1.8% |
| Participation rate | 98.2% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.4pp |
| Annual return | -16.33% | -8.00%-8.3pp | -14.97%-1.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,094 | $2,536+61.4% | $4,232-3.3% | $2,544+60.9% |
| Participant deferral / active EE | $9,485 | $4,358+117.6% | $5,602+69.3% | $4,237+123.9% |
| Admin fee / account holder | $105 | $755-86.1% | $10,323-99.0% | $593-82.3% |