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 8-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 | $19,306 |
KEY ADVISORY LLC2 years Service code 16 · EIN 88-2019428 | Consulting | $9,207 |
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 | $42,006 | $101,317-58.5% | $146,958-71.4% | $74,495-43.6% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 15.43% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,686 | $3,810-29.5% | $4,933-45.5% | $2,623+2.4% |
| Participant deferral / active EE | $6,913 | $7,303-5.3% | $8,070-14.3% | $4,346+59.1% |
| Admin fee / account holder | $174 | $1,739-90.0% | $12,998-98.7% | $1,942-91.0% |