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 | $563 |
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 | $238,699 | $84,487+182.5% | $125,339+90.4% | $66,914+256.7% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | -15.06% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $24,870 | $3,553+600.0% | $4,814+416.7% | $2,544+877.5% |
| Participant deferral / active EE | $3,554 | $6,781-47.6% | $7,446-52.3% | $4,237-16.1% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.6% |