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 27 · EIN 80-0833114 | Advisory (Plan) | $18,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,677 |
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 | $40,583 | $101,317-59.9% | $146,958-72.4% | $74,495-45.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.61% | 8730.91%-8707.3pp | 418.34%-394.7pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $5,116 | $3,810+34.3% | $4,933+3.7% | $2,623+95.0% |
| Participant deferral / active EE | $10,230 | $7,303+40.1% | $8,070+26.8% | $4,346+135.4% |
| Admin fee / account holder | $140 | $1,739-92.0% | $12,998-98.9% | $1,942-92.8% |