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 5-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 | $59,070 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,420 |
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 | $23,209 | $53,165-56.3% | $86,188-73.1% | $74,419-68.8% |
| Participation rate | 86.8% | 64.9%+21.9pp | 69.0%+17.8pp | 70.7%+16.0pp |
| Annual return | 35.12% | 22.64%+12.5pp | 1168.45%-1133.3pp | 34.38%+0.7pp |
| Employer contribution / active EE | $1,984 | $1,210+63.9% | $2,380-16.7% | $2,637-24.8% |
| Participant deferral / active EE | $4,369 | $3,234+35.1% | $3,985+9.6% | $4,528-3.5% |
| Admin fee / account holder | $202 | $551-63.3% | $6,852-97.0% | $348-41.8% |