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 | $18,894 |
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 | $18,996 | $30,086-36.9% | $61,373-69.0% | $64,808-70.7% |
| Participation rate | 78.8% | 36.4%+42.4pp | 52.6%+26.2pp | 71.5%+7.3pp |
| Annual return | -17.93% | -13.99%-3.9pp | 338.61%-356.5pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,652 | $536+208.0% | $1,159+42.5% | $2,506-34.1% |
| Participant deferral / active EE | $427 | $1,126-62.1% | $2,125-79.9% | $4,310-90.1% |
| Admin fee / account holder | $55 | $148-62.9% | $2,130-97.4% | $188-70.8% |