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 9-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 43-1451524 | Advisory (Plan) | $96,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,387 |
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 | $97,122 | $119,446-18.7% | $150,045-35.3% | $85,563+13.5% |
| Participation rate | 89.0% | 75.4%+13.6pp | 82.3%+6.7pp | 66.0%+23.1pp |
| Annual return | 19.94% | 23.72%-3.8pp | 62.55%-42.6pp | 31.51%-11.6pp |
| Employer contribution / active EE | $4,250 | $4,078+4.2% | $4,693-9.4% | $2,654+60.2% |
| Participant deferral / active EE | $14,457 | $7,985+81.1% | $7,997+80.8% | $4,375+230.4% |
| Admin fee / account holder | $232 | $548-57.7% | $13,435-98.3% | $834-72.2% |