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 27 · EIN 35-2552359 | Advisory (Plan) | $64,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,596 |
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 | $176,959 | $76,050+132.7% | $96,544+83.3% | $71,457+147.6% |
| Participation rate | 75.5% | 74.4%+1.1pp | 76.0%-0.5pp | 67.9%+7.6pp |
| Annual return | 15.25% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,059 | $2,244-8.3% | $2,965-30.6% | $2,588-20.4% |
| Participant deferral / active EE | $6,819 | $4,215+61.8% | $4,851+40.6% | $4,289+59.0% |
| Admin fee / account holder | $245 | $2,707-90.9% | $8,252-97.0% | $1,587-84.6% |