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 | $114,238 |
Service code 16 · EIN 20-8532658 | Consulting | $15,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,811 | $65,435-36.1% | $86,677-51.8% | $66,914-37.5% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.0pp |
| Annual return | -14.74% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,709 | $2,153+25.8% | $2,836-4.5% | $2,544+6.5% |
| Participant deferral / active EE | $9,293 | $4,100+126.6% | $4,656+99.6% | $4,237+119.3% |
| Admin fee / account holder | $197 | $642-69.3% | $7,493-97.4% | $593-66.8% |