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 | $3,418 |
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 | $34,669 | $70,908-51.1% | $98,907-64.9% | $73,488-52.8% |
| Participation rate | 93.9% | 73.8%+20.1pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 19.05% | 34.17%-15.1pp | 196.43%-177.4pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,351 | $2,036+15.5% | $2,689-12.6% | $2,270+3.6% |
| Participant deferral / active EE | $4,446 | $3,500+27.1% | $4,244+4.8% | $3,740+18.9% |
| Admin fee / account holder | $16 | $535-97.0% | $6,642-99.8% | $513-96.8% |