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 27 · EIN 47-1411118 | Advisory (Plan) | $70,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,840 |
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 | $126,193 | $80,724+56.3% | $103,333+22.1% | $74,495+69.4% |
| Participation rate | 96.7% | 65.7%+31.0pp | 74.5%+22.2pp | 67.2%+29.5pp |
| Annual return | 14.41% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $5,706 | $3,157+80.7% | $3,868+47.5% | $2,623+117.5% |
| Participant deferral / active EE | $10,855 | $3,860+181.2% | $5,057+114.6% | $4,346+149.8% |
| Admin fee / account holder | $295 | $2,368-87.5% | $8,355-96.5% | $1,942-84.8% |