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 | $1,169 |
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 | $200,127 | $86,286+131.9% | $111,297+79.8% | $85,850+133.1% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 15.71% | 19.99%-4.3pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,800 | $2,043+37.0% | $2,731+2.5% | $2,565+9.1% |
| Participant deferral / active EE | $5,643 | $3,641+55.0% | $4,487+25.8% | $3,952+42.8% |
| Admin fee / account holder | $47 | $8,188-99.4% | $7,964-99.4% | $6,260-99.2% |