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 35-2552359 | Advisory (Plan) | $21,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,598 |
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 | $47,844 | $55,415-13.7% | $155,509-69.2% | $74,495-35.8% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | 16.85% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,286 | $2,267-43.3% | $4,672-72.5% | $2,623-51.0% |
| Participant deferral / active EE | $3,298 | $2,836+16.3% | $5,626-41.4% | $4,346-24.1% |
| Admin fee / account holder | $291 | $1,738-83.3% | $15,912-98.2% | $1,942-85.0% |