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 5-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 | $24,754 |
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 | $31,882 | $47,126-32.3% | $149,673-78.7% | $74,419-57.2% |
| Participation rate | 86.4% | 63.4%+23.0pp | 78.8%+7.6pp | 70.7%+15.7pp |
| Annual return | 23.77% | 22.75%+1.0pp | 134.42%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,146 | $1,905-39.9% | $4,818-76.2% | $2,637-56.6% |
| Participant deferral / active EE | $3,565 | $2,728+30.7% | $5,680-37.2% | $4,528-21.3% |
| Admin fee / account holder | $42 | $343-87.7% | $13,210-99.7% | $348-87.9% |