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 | $142,926 |
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 | $105,278 | $122,186-13.8% | $146,958-28.4% | $199,593-47.3% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.2pp | 72.0%+25.4pp |
| Annual return | 15.96% | 30.56%-14.6pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,067 | $4,093-25.1% | $4,933-37.8% | $3,034+1.1% |
| Participant deferral / active EE | $9,844 | $8,502+15.8% | $8,070+22.0% | $5,087+93.5% |
| Admin fee / account holder | $49 | $179-72.7% | $12,998-99.6% | $269-81.9% |