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 | $129,182 |
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 | $141,757 | $95,388+48.6% | $125,339+13.1% | $77,904+82.0% |
| Participation rate | 79.1% | 78.6%+0.5pp | 82.4%-3.3pp | 73.7%+5.4pp |
| Annual return | -15.28% | 116.19%-131.5pp | 572.05%-587.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $3,065 | $3,666-16.4% | $4,814-36.3% | $2,848+7.6% |
| Participant deferral / active EE | $8,710 | $7,711+13.0% | $7,446+17.0% | $4,806+81.2% |
| Admin fee / account holder | $88 | $119-25.9% | $10,010-99.1% | $133-33.5% |