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 4-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 | $12,933 |
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 | $16,992 | $49,915-66.0% | $154,803-89.0% | $74,304-77.1% |
| Participation rate | 78.2% | 54.0%+24.3pp | 78.1%+0.1pp | 60.3%+17.9pp |
| Annual return | 15.40% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,434 | $1,611+51.1% | $4,305-43.5% | $2,241+8.6% |
| Participant deferral / active EE | $1,163 | $2,255-48.4% | $5,540-79.0% | $3,767-69.1% |
| Admin fee / account holder | $60 | $2,189-97.3% | $14,329-99.6% | $2,969-98.0% |