Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $38,378 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,319 | $88,982-6.4% | $102,438-18.7% | $77,671+7.3% |
| Participation rate | 90.9% | 80.9%+10.0pp | 76.5%+14.4pp | 70.6%+20.3pp |
| Annual return | 128.64% | 25.01%+103.6pp | 29.37%+99.3pp | 31.21%+97.4pp |
| Employer contribution / active EE | $4,536 | $2,698+68.1% | $3,024+50.0% | $2,726+66.4% |
| Participant deferral / active EE | $4,917 | $5,144-4.4% | $5,054-2.7% | $4,648+5.8% |
| Admin fee / account holder | $74 | $236-68.8% | $9,448-99.2% | $430-82.9% |