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 | $47,138 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,933 |
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 | $71,894 | $84,784-15.2% | $98,439-27.0% | $74,419-3.4% |
| Participation rate | 83.9% | 81.5%+2.4pp | 75.2%+8.7pp | 70.7%+13.2pp |
| Annual return | 17.89% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,751 | $3,364-48.0% | $3,048-42.6% | $2,637-33.6% |
| Participant deferral / active EE | $4,135 | $5,218-20.8% | $4,738-12.7% | $4,528-8.7% |
| Admin fee / account holder | $254 | $204+24.5% | $8,948-97.2% | $348-26.8% |