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 | $9,129 |
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 | $85,914 | $69,477+23.7% | $94,646-9.2% | $71,457+20.2% |
| Participation rate | 75.2% | 78.4%-3.2pp | 80.8%-5.6pp | 67.9%+7.3pp |
| Annual return | 31.25% | 29.66%+1.6pp | 156.71%-125.5pp | 28.85%+2.4pp |
| Employer contribution / active EE | $3,292 | $2,853+15.4% | $3,672-10.4% | $2,588+27.2% |
| Participant deferral / active EE | $7,921 | $7,345+7.9% | $7,418+6.8% | $4,289+84.7% |
| Admin fee / account holder | $41 | $1,210-96.6% | $7,231-99.4% | $1,587-97.4% |