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 | $23,951 |
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 | $48,994 | $78,485-37.6% | $106,213-53.9% | $74,495-34.2% |
| Participation rate | 89.3% | 72.8%+16.5pp | 75.3%+14.0pp | 67.2%+22.1pp |
| Annual return | 11.55% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,462 | $2,523-2.4% | $3,171-22.4% | $2,623-6.1% |
| Participant deferral / active EE | $4,908 | $4,322+13.5% | $5,016-2.2% | $4,346+12.9% |
| Admin fee / account holder | $110 | $2,232-95.1% | $11,033-99.0% | $1,942-94.3% |