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 | $10,830 |
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 | $176,530 | $79,519+122.0% | $95,952+84.0% | $73,409+140.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.07% | 19.20%-3.1pp | 91.61%-75.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $6,931 | $2,048+238.5% | $2,541+172.8% | $2,234+210.3% |
| Participant deferral / active EE | $6,005 | $4,138+45.1% | $4,167+44.1% | $3,805+57.8% |
| Admin fee / account holder | $34 | $184-81.3% | $6,795-99.5% | $158-78.2% |