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 | $1,781 |
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 | $57,308 | $71,883-20.3% | $86,677-33.9% | $68,494-16.3% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -16.25% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,349 | $2,173-37.9% | $2,836-52.4% | $2,596-48.0% |
| Participant deferral / active EE | $4,043 | $3,779+7.0% | $4,656-13.2% | $4,027+0.4% |
| Admin fee / account holder | $16 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |