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 | $21,685 |
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 | $68,104 | $49,173+38.5% | $121,098-43.8% | $75,163-9.4% |
| Participation rate | 90.4% | 55.4%+35.0pp | 69.5%+20.9pp | 67.2%+23.2pp |
| Annual return | 18.94% | 55.99%-37.1pp | 985.75%-966.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,327 | $1,546+180.0% | $4,164+3.9% | $2,670+62.1% |
| Participant deferral / active EE | $7,582 | $2,628+188.5% | $4,080+85.8% | $4,125+83.8% |
| Admin fee / account holder | $110 | $3,942-97.2% | $5,644-98.0% | $5,651-98.1% |