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 | -$13,095 |
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 | $110,061 | $89,282+23.3% | $94,646+16.3% | $74,419+47.9% |
| Participation rate | 98.4% | 82.4%+16.0pp | 80.8%+17.6pp | 70.7%+27.7pp |
| Annual return | 21.73% | 25.96%-4.2pp | 156.71%-135.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $5,995 | $3,022+98.4% | $3,672+63.3% | $2,637+127.3% |
| Participant deferral / active EE | $15,048 | $8,425+78.6% | $7,418+102.9% | $4,528+232.3% |
| Admin fee / account holder | -$28 | $219-112.8% | $7,231-100.4% | $348-108.0% |