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 | -$16,315 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,969 | $61,156+78.2% | $185,823-41.4% | $79,386+37.3% |
| Participation rate | 95.4% | 66.6%+28.8pp | 81.7%+13.7pp | 70.7%+24.7pp |
| Annual return | 14.91% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,248 | $2,321-46.2% | $5,167-75.8% | $2,427-48.6% |
| Participant deferral / active EE | $5,294 | $2,789+89.8% | $5,568-4.9% | $4,046+30.9% |
| Admin fee / account holder | -$32 | $710-104.4% | $16,237-100.2% | $626-105.0% |