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 | -$8,589 |
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 | $90,666 | $62,624+44.8% | $177,989-49.1% | $77,643+16.8% |
| Participation rate | 82.7% | 66.8%+15.9pp | 77.1%+5.6pp | 70.6%+12.1pp |
| Annual return | 20.65% | 16.16%+4.5pp | 294.48%-273.8pp | 31.24%-10.6pp |
| Employer contribution / active EE | $4,192 | $1,909+119.6% | $3,949+6.2% | $2,726+53.8% |
| Participant deferral / active EE | $8,583 | $4,219+103.4% | $6,276+36.8% | $4,647+84.7% |
| Admin fee / account holder | $28 | $386-92.8% | $10,363-99.7% | $430-93.6% |