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 5-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 | -$3,275 |
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 | $87,356 | $69,477+25.7% | $94,646-7.7% | $71,457+22.2% |
| Participation rate | 93.8% | 78.4%+15.4pp | 80.8%+13.0pp | 67.9%+25.9pp |
| Annual return | 38.76% | 29.66%+9.1pp | 156.71%-118.0pp | 28.85%+9.9pp |
| Employer contribution / active EE | $3,574 | $2,853+25.3% | $3,672-2.7% | $2,588+38.1% |
| Participant deferral / active EE | $13,547 | $7,345+84.5% | $7,418+82.6% | $4,289+215.9% |
| Admin fee / account holder | -$3 | $1,210-100.3% | $7,231-100.0% | $1,587-100.2% |