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 | $60,042 |
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 | $80,656 | $111,491-27.7% | $189,513-57.4% | $86,799-7.1% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.8%+8.4pp | 72.3%+24.0pp |
| Annual return | 20.90% | 83.50%-62.6pp | 555.15%-534.3pp | 97.91%-77.0pp |
| Employer contribution / active EE | $1,986 | $3,951-49.7% | $6,162-67.8% | $2,405-17.4% |
| Participant deferral / active EE | $6,465 | $6,437+0.4% | $8,221-21.4% | $4,131+56.5% |
| Admin fee / account holder | $136 | $189-27.9% | $12,045-98.9% | $170-19.7% |