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 | $750 |
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 | $89,673 | $106,028-15.4% | $146,958-39.0% | $77,643+15.5% |
| Participation rate | 85.2% | 78.4%+6.8pp | 82.2%+3.0pp | 70.6%+14.6pp |
| Annual return | 45.91% | 56.73%-10.8pp | 418.34%-372.4pp | 31.24%+14.7pp |
| Employer contribution / active EE | $3,523 | $4,063-13.3% | $4,933-28.6% | $2,726+29.2% |
| Participant deferral / active EE | $14,808 | $7,990+85.3% | $8,070+83.5% | $4,647+218.6% |
| Admin fee / account holder | $11 | $337-96.9% | $12,998-99.9% | $430-97.5% |