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 | $2,681 |
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 | $118,097 | $99,078+19.2% | $96,544+22.3% | $74,419+58.7% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.0%+14.5pp | 70.7%+19.7pp |
| Annual return | 22.08% | 22.48%-0.4pp | 25.84%-3.8pp | 34.38%-12.3pp |
| Employer contribution / active EE | $2,139 | $2,570-16.8% | $2,965-27.9% | $2,637-18.9% |
| Participant deferral / active EE | $5,751 | $4,933+16.6% | $4,851+18.6% | $4,528+27.0% |
| Admin fee / account holder | $6 | $225-97.2% | $8,252-99.9% | $348-98.2% |