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 | $41,642 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,790 | $84,948-57.9% | $70,449-49.2% | $73,409-51.2% |
| Participation rate | 92.2% | 79.9%+12.3pp | 75.1%+17.2pp | 72.2%+20.1pp |
| Annual return | 19.30% | 13.39%+5.9pp | 109.03%-89.7pp | 59.29%-40.0pp |
| Employer contribution / active EE | $2,378 | $2,834-16.1% | $2,737-13.1% | $2,234+6.5% |
| Participant deferral / active EE | $4,593 | $3,387+35.6% | $3,709+23.9% | $3,805+20.7% |
| Admin fee / account holder | $149 | $98+51.8% | $3,845-96.1% | $158-5.7% |