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 | $3,844 |
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 | $31,328 | $101,724-69.2% | $164,813-81.0% | $80,856-61.3% |
| Participation rate | 86.4% | 71.8%+14.5pp | 78.6%+7.8pp | 67.6%+18.7pp |
| Annual return | 15.91% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,197 | $2,953-25.6% | $4,341-49.4% | $2,755-20.3% |
| Participant deferral / active EE | $3,655 | $4,477-18.4% | $6,031-39.4% | $4,296-14.9% |
| Admin fee / account holder | $33 | $8,227-99.6% | $12,690-99.7% | $6,918-99.5% |