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) | $23,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,844 |
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 | $40,667 | $79,171-48.6% | $102,423-60.3% | $74,495-45.4% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 22.45% | 54.93%-32.5pp | 29.32%-6.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $3,196 | $2,362+35.3% | $3,023+5.7% | $2,623+21.8% |
| Participant deferral / active EE | $6,224 | $4,415+41.0% | $5,053+23.2% | $4,346+43.2% |
| Admin fee / account holder | $275 | $2,001-86.3% | $9,451-97.1% | $1,942-85.9% |