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 3-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 | $26,925 |
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 | $37,797 | $91,762-58.8% | $67,502-44.0% | $77,643-51.3% |
| Participation rate | 76.8% | 75.9%+0.9pp | 72.9%+3.9pp | 70.6%+6.2pp |
| Annual return | 20.30% | 14.87%+5.4pp | 3512.12%-3491.8pp | 31.24%-10.9pp |
| Employer contribution / active EE | $3,842 | $3,181+20.8% | $2,731+40.7% | $2,726+41.0% |
| Participant deferral / active EE | $7,129 | $3,903+82.6% | $4,000+78.2% | $4,647+53.4% |
| Admin fee / account holder | $98 | $176-44.4% | $3,998-97.6% | $430-77.3% |