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 | $13,830 |
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 | $54,826 | $72,254-24.1% | $86,677-36.7% | $64,808-15.4% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -15.69% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,441 | $2,393+2.0% | $2,836-14.0% | $2,506-2.6% |
| Participant deferral / active EE | $5,562 | $4,658+19.4% | $4,656+19.5% | $4,310+29.0% |
| Admin fee / account holder | $29 | $174-83.4% | $7,493-99.6% | $188-84.6% |