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 | $41,046 |
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 | $57,490 | $72,137-20.3% | $142,449-59.6% | $71,457-19.5% |
| Participation rate | 91.6% | 71.7%+19.9pp | 76.8%+14.8pp | 67.9%+23.7pp |
| Annual return | 19.36% | 21.15%-1.8pp | 19.99%-0.6pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,740 | $3,793-27.8% | $4,847-43.5% | $2,588+5.9% |
| Participant deferral / active EE | $5,816 | $5,280+10.1% | $6,283-7.4% | $4,289+35.6% |
| Admin fee / account holder | $179 | $1,433-87.5% | $10,011-98.2% | $1,587-88.7% |