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 27 · EIN 26-0058143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,648 |
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 | $60,853 | $104,475-41.8% | $159,436-61.8% | $79,386-23.3% |
| Participation rate | 99.5% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.8pp |
| Annual return | 14.79% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,140 | $3,417+21.2% | $4,829-14.3% | $2,427+70.5% |
| Participant deferral / active EE | $10,519 | $6,467+62.6% | $7,352+43.1% | $4,046+160.0% |
| Admin fee / account holder | $283 | $711-60.2% | $10,799-97.4% | $626-54.9% |