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 | $48,910 |
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 | $72,668 | $106,028-31.5% | $146,958-50.6% | $77,643-6.4% |
| Participation rate | 81.2% | 78.4%+2.8pp | 82.2%-1.0pp | 70.6%+10.6pp |
| Annual return | 18.48% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $3,755 | $4,063-7.6% | $4,933-23.9% | $2,726+37.8% |
| Participant deferral / active EE | $9,440 | $7,990+18.1% | $8,070+17.0% | $4,647+103.1% |
| Admin fee / account holder | $113 | $337-66.5% | $12,998-99.1% | $430-73.7% |