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 | $190,752 |
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 | $124,743 | $90,410+38.0% | $91,001+37.1% | $77,958+60.0% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.6pp |
| Annual return | 16.80% | 21.34%-4.5pp | 4.60%+12.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $2,265 | $3,392-33.2% | $2,456-7.7% | $2,310-1.9% |
| Participant deferral / active EE | $7,360 | $4,816+52.8% | $3,547+107.5% | $3,537+108.1% |
| Admin fee / account holder | $87 | $79+10.4% | $5,417-98.4% | $97-10.5% |