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 3-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 | $894 |
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 | $77,393 | $72,607+6.6% | $90,749-14.7% | $66,914+15.7% |
| Participation rate | 97.7% | 73.7%+24.0pp | 75.7%+22.0pp | 69.8%+27.9pp |
| Annual return | -16.24% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,522 | $2,369+48.7% | $2,921+20.6% | $2,544+38.4% |
| Participant deferral / active EE | $7,674 | $3,977+92.9% | $4,564+68.1% | $4,237+81.1% |
| Admin fee / account holder | $5 | $707-99.3% | $8,445-99.9% | $593-99.2% |