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 | $9,778 |
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 | $47,992 | $59,107-18.8% | $86,436-44.5% | $68,494-29.9% |
| Participation rate | 87.1% | 75.2%+11.9pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -16.31% | -0.23%-16.1pp | 4394.89%-4411.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,484 | $2,519-1.4% | $3,769-34.1% | $2,596-4.3% |
| Participant deferral / active EE | $6,958 | $5,901+17.9% | $6,952+0.1% | $4,027+72.8% |
| Admin fee / account holder | $32 | $5,637-99.4% | $6,731-99.5% | $5,403-99.4% |