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 27 · EIN 38-2722519 | Advisory (Plan) | $27,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,087 |
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 | $114,279 | $58,926+93.9% | $97,226+17.5% | $74,495+53.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 15.70% | 16.04%-0.3pp | 75.13%-59.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $7,307 | $1,894+285.8% | $2,729+167.8% | $2,623+178.6% |
| Participant deferral / active EE | $6,322 | $3,664+72.5% | $4,264+48.3% | $4,346+45.5% |
| Admin fee / account holder | $99 | $1,974-95.0% | $5,654-98.2% | $1,942-94.9% |