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 | $46,299 |
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 | $58,757 | $55,371+6.1% | $95,585-38.5% | $74,304-20.9% |
| Participation rate | 97.0% | 53.8%+43.2pp | 72.1%+25.0pp | 60.3%+36.7pp |
| Annual return | 25.47% | 24.26%+1.2pp | 38.56%-13.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $2,854 | $1,437+98.6% | $2,527+13.0% | $2,241+27.3% |
| Participant deferral / active EE | $8,400 | $2,955+184.3% | $4,023+108.8% | $3,767+123.0% |
| Admin fee / account holder | $209 | $2,620-92.0% | $6,127-96.6% | $2,969-92.9% |