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 | $1,690 |
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 | $96,222 | $71,516+34.5% | $98,439-2.3% | $71,457+34.7% |
| Participation rate | 98.4% | 72.7%+25.7pp | 75.2%+23.2pp | 67.9%+30.5pp |
| Annual return | 18.50% | 32.41%-13.9pp | 21.16%-2.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,857 | $2,399+60.8% | $3,048+26.6% | $2,588+49.1% |
| Participant deferral / active EE | $7,932 | $4,109+93.0% | $4,738+67.4% | $4,289+84.9% |
| Admin fee / account holder | $9 | $1,675-99.4% | $8,948-99.9% | $1,587-99.4% |