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 37 · EIN 04-2647786 | Loan Processing | $10,441 |
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 | $56,579 | $99,957-43.4% | $149,696-62.2% | $73,488-23.0% |
| Participation rate | 92.5% | 75.7%+16.8pp | 82.5%+10.0pp | 70.7%+21.8pp |
| Annual return | 23.91% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $3,211 | $3,191+0.6% | $4,644-30.9% | $2,270+41.5% |
| Participant deferral / active EE | $7,801 | $6,073+28.5% | $6,842+14.0% | $3,740+108.6% |
| Admin fee / account holder | $66 | $551-88.1% | $9,309-99.3% | $513-87.2% |