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 | $3,188 |
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 | $130,349 | $73,638+77.0% | $95,952+35.8% | $73,488+77.4% |
| Participation rate | 96.3% | 76.2%+20.1pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 20.19% | 16.78%+3.4pp | 91.61%-71.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,070 | $1,863+11.1% | $2,541-18.5% | $2,270-8.8% |
| Participant deferral / active EE | $5,696 | $3,617+57.5% | $4,167+36.7% | $3,740+52.3% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.9% | $513-98.0% |