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 | -$193 |
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 | $32,347 | $47,126-31.4% | $149,673-78.4% | $74,419-56.5% |
| Participation rate | 75.0% | 63.4%+11.6pp | 78.8%-3.8pp | 70.7%+4.3pp |
| Annual return | 24.97% | 22.75%+2.2pp | 134.42%-109.4pp | 34.38%-9.4pp |
| Employer contribution / active EE | $1,316 | $1,905-30.9% | $4,818-72.7% | $2,637-50.1% |
| Participant deferral / active EE | $3,104 | $2,728+13.8% | $5,680-45.4% | $4,528-31.5% |
| Admin fee / account holder | $9 | $343-97.5% | $13,210-99.9% | $348-97.5% |