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 5-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 | $53,692 |
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 | $212,049 | $92,055+130.4% | $106,213+99.6% | $77,643+173.1% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 22.88% | 17.91%+5.0pp | 116.14%-93.3pp | 31.24%-8.4pp |
| Employer contribution / active EE | $6,183 | $3,367+83.6% | $3,171+94.9% | $2,726+126.8% |
| Participant deferral / active EE | $14,646 | $5,386+171.9% | $5,016+192.0% | $4,647+215.2% |
| Admin fee / account holder | $167 | $219-23.9% | $11,033-98.5% | $430-61.3% |