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 7-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 | $5,216 |
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 | $22,989 | $46,292-50.3% | $143,757-84.0% | $64,808-64.5% |
| Participation rate | 74.8% | 64.2%+10.5pp | 80.3%-5.6pp | 71.5%+3.3pp |
| Annual return | -14.84% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $674 | $1,910-64.7% | $4,951-86.4% | $2,506-73.1% |
| Participant deferral / active EE | $3,688 | $2,646+39.4% | $5,637-34.6% | $4,310-14.4% |
| Admin fee / account holder | $49 | $154-68.4% | $14,673-99.7% | $188-74.1% |