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 4-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 | $105,586 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,625 |
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 | $99,905 | $45,000+122.0% | $143,757-30.5% | $77,904+28.2% |
| Participation rate | 93.2% | 66.8%+26.3pp | 80.3%+12.8pp | 73.7%+19.5pp |
| Annual return | -15.77% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,793 | $1,870-4.1% | $4,951-63.8% | $2,848-37.0% |
| Participant deferral / active EE | $3,606 | $3,157+14.2% | $5,637-36.0% | $4,806-25.0% |
| Admin fee / account holder | $144 | $98+46.3% | $14,673-99.0% | $133+8.6% |