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 | $6,669 |
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 | $99,656 | $89,808+11.0% | $100,391-0.7% | $77,643+28.4% |
| Participation rate | 70.0% | 81.2%-11.2pp | 81.5%-11.5pp | 70.6%-0.6pp |
| Annual return | 20.15% | 20.62%-0.5pp | 49.20%-29.0pp | 31.24%-11.1pp |
| Employer contribution / active EE | $3,100 | $3,039+2.0% | $3,942-21.3% | $2,726+13.7% |
| Participant deferral / active EE | $6,660 | $8,284-19.6% | $8,082-17.6% | $4,647+43.3% |
| Admin fee / account holder | $27 | $174-84.3% | $7,899-99.7% | $430-93.6% |