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 | $50,226 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $10,000 |
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 | $48,963 | $83,884-41.6% | $64,056-23.6% | $74,419-34.2% |
| Participation rate | 92.0% | 76.6%+15.4pp | 72.3%+19.7pp | 70.7%+21.3pp |
| Annual return | 21.47% | 16.57%+4.9pp | 33.69%-12.2pp | 34.38%-12.9pp |
| Employer contribution / active EE | $3,441 | $3,084+11.6% | $2,747+25.3% | $2,637+30.5% |
| Participant deferral / active EE | $6,878 | $3,692+86.3% | $3,880+77.3% | $4,528+51.9% |
| Admin fee / account holder | $163 | $196-16.9% | $3,068-94.7% | $348-53.2% |