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 | $1,275 |
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 | $229,304 | $65,061+252.4% | $143,757+59.5% | $66,914+242.7% |
| Participation rate | 98.3% | 65.2%+33.2pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -16.01% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $10,387 | $2,361+340.0% | $4,951+109.8% | $2,544+308.3% |
| Participant deferral / active EE | $6,418 | $2,919+119.9% | $5,637+13.9% | $4,237+51.5% |
| Admin fee / account holder | $16 | $502-96.7% | $14,673-99.9% | $593-97.2% |