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 6-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 | $4,719 |
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 | $104,929 | $155,364-32.5% | $103,464+1.4% | $77,671+35.1% |
| Participation rate | 81.2% | 85.5%-4.3pp | 80.5%+0.7pp | 70.6%+10.6pp |
| Annual return | 17.94% | 19.02%-1.1pp | 23.91%-6.0pp | 31.21%-13.3pp |
| Employer contribution / active EE | $5,334 | $5,949-10.3% | $4,677+14.0% | $2,726+95.6% |
| Participant deferral / active EE | $7,531 | $8,482-11.2% | $6,624+13.7% | $4,648+62.0% |
| Admin fee / account holder | $16 | $503-96.8% | $9,410-99.8% | $430-96.3% |