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 8-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 | $1,331 |
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 | $218,273 | $63,745+242.4% | $98,442+121.7% | $79,386+175.0% |
| Participation rate | 89.0% | 69.9%+19.1pp | 73.3%+15.6pp | 70.7%+18.3pp |
| Annual return | 18.00% | 625.80%-607.8pp | 1492.73%-1474.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $3,863 | $2,557+51.1% | $2,960+30.5% | $2,427+59.1% |
| Participant deferral / active EE | $4,480 | $3,303+35.6% | $4,276+4.8% | $4,046+10.7% |
| Admin fee / account holder | $23 | $516-95.5% | $5,949-99.6% | $626-96.3% |