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 9-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 | $1,016 |
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 | $76,341 | $89,248-14.5% | $136,007-43.9% | $74,495+2.5% |
| Participation rate | 88.9% | 69.4%+19.5pp | 76.5%+12.5pp | 67.2%+21.7pp |
| Annual return | 13.54% | 22.76%-9.2pp | 579.32%-565.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,122 | $2,838-25.2% | $4,217-49.7% | $2,623-19.1% |
| Participant deferral / active EE | $9,264 | $4,598+101.5% | $7,025+31.9% | $4,346+113.2% |
| Admin fee / account holder | $3 | $1,545-99.8% | $6,858-100.0% | $1,942-99.8% |