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 | $76,794 |
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 | $53,822 | $95,388-43.6% | $125,339-57.1% | $77,904-30.9% |
| Participation rate | 85.8% | 78.6%+7.2pp | 82.4%+3.4pp | 73.7%+12.1pp |
| Annual return | -11.61% | 116.19%-127.8pp | 572.05%-583.7pp | 12.21%-23.8pp |
| Employer contribution / active EE | $4,811 | $3,666+31.2% | $4,814-0.1% | $2,848+68.9% |
| Participant deferral / active EE | $11,011 | $7,711+42.8% | $7,446+47.9% | $4,806+129.1% |
| Admin fee / account holder | $44 | $119-63.2% | $10,010-99.6% | $133-67.0% |