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 4-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 | $6,455 |
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 | $41,674 | $82,664-49.6% | $125,339-66.8% | $68,494-39.2% |
| Participation rate | 76.3% | 75.0%+1.2pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -10.86% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,983 | $3,381+77.0% | $4,814+24.3% | $2,596+130.5% |
| Participant deferral / active EE | $10,022 | $6,110+64.0% | $7,446+34.6% | $4,027+148.9% |
| Admin fee / account holder | $64 | $6,275-99.0% | $10,010-99.4% | $5,403-98.8% |