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 9-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 | $8,349 |
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 | $72,474 | $91,407-20.7% | $135,903-46.7% | $71,457+1.4% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 29.36% | 29.90%-0.5pp | 68.23%-38.9pp | 28.85%+0.5pp |
| Employer contribution / active EE | $4,832 | $3,703+30.5% | $4,856-0.5% | $2,588+86.7% |
| Participant deferral / active EE | $13,836 | $7,092+95.1% | $7,758+78.3% | $4,289+222.6% |
| Admin fee / account holder | $44 | $1,266-96.5% | $10,762-99.6% | $1,587-97.2% |