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 8-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 | $2,838 |
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 | $55,103 | $79,184-30.4% | $102,438-46.2% | $74,546-26.1% |
| Participation rate | 82.8% | 74.8%+8.0pp | 76.5%+6.3pp | 67.2%+15.5pp |
| Annual return | 13.81% | 54.95%-41.1pp | 29.37%-15.6pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,885 | $2,362-20.2% | $3,024-37.7% | $2,624-28.2% |
| Participant deferral / active EE | $3,947 | $4,414-10.6% | $5,054-21.9% | $4,347-9.2% |
| Admin fee / account holder | $18 | $2,001-99.1% | $9,448-99.8% | $1,944-99.1% |