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 | $2,475 |
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 | $148,782 | $84,936+75.2% | $111,297+33.7% | $79,386+87.4% |
| Participation rate | 96.9% | 75.9%+21.1pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 16.01% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,449 | $1,979+23.7% | $2,731-10.3% | $2,427+0.9% |
| Participant deferral / active EE | $6,858 | $3,888+76.4% | $4,487+52.8% | $4,046+69.5% |
| Admin fee / account holder | $8 | $537-98.6% | $7,964-99.9% | $626-98.8% |