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 | $2,247 |
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 | $125,806 | $99,078+27.0% | $96,544+30.3% | $74,419+69.1% |
| Participation rate | 94.0% | 80.7%+13.3pp | 76.0%+18.0pp | 70.7%+23.2pp |
| Annual return | 20.47% | 22.48%-2.0pp | 25.84%-5.4pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,057 | $2,570-20.0% | $2,965-30.6% | $2,637-22.0% |
| Participant deferral / active EE | $6,233 | $4,933+26.4% | $4,851+28.5% | $4,528+37.7% |
| Admin fee / account holder | $7 | $225-97.1% | $8,252-99.9% | $348-98.1% |