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 3-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 | $9,245 |
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 | $68,156 | $50,458+35.1% | $159,960-57.4% | $64,808+5.2% |
| Participation rate | 92.1% | 68.0%+24.1pp | 78.0%+14.1pp | 71.5%+20.6pp |
| Annual return | -16.61% | -13.42%-3.2pp | 408.60%-425.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,107 | $1,722+22.3% | $4,226-50.1% | $2,506-15.9% |
| Participant deferral / active EE | $7,159 | $4,004+78.8% | $6,182+15.8% | $4,310+66.1% |
| Admin fee / account holder | $15 | $706-97.8% | $8,698-99.8% | $188-91.8% |