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 | $1,192 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,385 | $101,317-5.9% | $146,958-35.1% | $74,495+28.0% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 27.73% | 8730.91%-8703.2pp | 418.34%-390.6pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $5,559 | $3,810+45.9% | $4,933+12.7% | $2,623+111.9% |
| Participant deferral / active EE | $14,182 | $7,303+94.2% | $8,070+75.7% | $4,346+226.3% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |