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 4-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 | $30,399 |
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 | $53,481 | $69,477-23.0% | $94,646-43.5% | $71,457-25.2% |
| Participation rate | 96.4% | 78.4%+17.9pp | 80.8%+15.5pp | 67.9%+28.5pp |
| Annual return | 29.01% | 29.66%-0.7pp | 156.71%-127.7pp | 28.85%+0.2pp |
| Employer contribution / active EE | $2,517 | $2,853-11.8% | $3,672-31.5% | $2,588-2.7% |
| Participant deferral / active EE | $8,357 | $7,345+13.8% | $7,418+12.7% | $4,289+94.9% |
| Admin fee / account holder | $144 | $1,210-88.1% | $7,231-98.0% | $1,587-90.9% |