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 | $12,284 |
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 | $44,756 | $73,638-39.2% | $108,410-58.7% | $79,386-43.6% |
| Participation rate | 94.9% | 77.4%+17.5pp | 80.1%+14.7pp | 70.7%+24.2pp |
| Annual return | 22.99% | 33.27%-10.3pp | 905.27%-882.3pp | 116.85%-93.9pp |
| Employer contribution / active EE | $1,605 | $2,397-33.1% | $3,558-54.9% | $2,427-33.9% |
| Participant deferral / active EE | $10,362 | $6,218+66.6% | $6,563+57.9% | $4,046+156.1% |
| Admin fee / account holder | $35 | $638-94.5% | $7,295-99.5% | $626-94.4% |