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 | $103,972 |
Service code 27 · EIN 82-1589061 | Advisory (Plan) | $39,000 |
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 | $56,807 | $94,621-40.0% | $138,135-58.9% | $73,409-22.6% |
| Participation rate | 99.2% | 83.4%+15.7pp | 78.7%+20.5pp | 72.2%+27.0pp |
| Annual return | 15.79% | 16.57%-0.8pp | 20.51%-4.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $4,749 | $4,410+7.7% | $5,587-15.0% | $2,234+112.6% |
| Participant deferral / active EE | $7,986 | $6,199+28.8% | $6,431+24.2% | $3,805+109.9% |
| Admin fee / account holder | $158 | $140+12.7% | $11,856-98.7% | $158+0.1% |