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 | $26,501 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,678 |
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 | $29,150 | $65,908-55.8% | $81,812-64.4% | $77,643-62.5% |
| Participation rate | 84.7% | 65.8%+18.9pp | 72.3%+12.3pp | 70.6%+14.1pp |
| Annual return | 17.09% | 26.64%-9.6pp | 773.79%-756.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,377 | $2,370-41.9% | $2,912-52.7% | $2,726-49.5% |
| Participant deferral / active EE | $2,725 | $3,505-22.3% | $4,319-36.9% | $4,647-41.4% |
| Admin fee / account holder | $131 | $526-75.2% | $7,386-98.2% | $430-69.7% |