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 9-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 | $1,256 |
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 | $87,959 | $79,013+11.3% | $100,391-12.4% | $74,495+18.1% |
| Participation rate | 87.0% | 79.5%+7.5pp | 81.5%+5.5pp | 67.2%+19.8pp |
| Annual return | 19.69% | 20.41%-0.7pp | 49.20%-29.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,252 | $3,021-25.5% | $3,942-42.9% | $2,623-14.1% |
| Participant deferral / active EE | $15,004 | $7,760+93.3% | $8,082+85.7% | $4,346+245.3% |
| Admin fee / account holder | $6 | $1,320-99.5% | $7,899-99.9% | $1,942-99.7% |