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 | $1,488 |
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 | $63,287 | $80,968-21.8% | $96,544-34.4% | $75,163-15.8% |
| Participation rate | 96.9% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.7pp |
| Annual return | 16.82% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,554 | $2,282-31.9% | $2,965-47.6% | $2,670-41.8% |
| Participant deferral / active EE | $4,087 | $3,928+4.0% | $4,851-15.8% | $4,125-0.9% |
| Admin fee / account holder | $13 | $6,724-99.8% | $8,252-99.8% | $5,651-99.8% |