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 27 · EIN 36-4540515 | Advisory (Plan) | $16,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,978 |
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 | $36,121 | $76,050-52.5% | $96,544-62.6% | $71,457-49.5% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.2pp | 67.9%+26.2pp |
| Annual return | 28.85% | 22.81%+6.0pp | 25.84%+3.0pp | 28.85%0pp |
| Employer contribution / active EE | $3,160 | $2,244+40.8% | $2,965+6.6% | $2,588+22.1% |
| Participant deferral / active EE | $5,687 | $4,215+34.9% | $4,851+17.2% | $4,289+32.6% |
| Admin fee / account holder | $212 | $2,707-92.2% | $8,252-97.4% | $1,587-86.6% |