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 | $10,584 |
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 | $190,218 | $185,342+2.6% | $111,297+70.9% | $86,799+119.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 16.27% | 500.80%-484.5pp | 54.65%-38.4pp | 97.91%-81.6pp |
| Employer contribution / active EE | $7,437 | $2,246+231.1% | $2,731+172.3% | $2,405+209.2% |
| Participant deferral / active EE | $7,057 | $4,458+58.3% | $4,487+57.3% | $4,131+70.8% |
| Admin fee / account holder | $33 | $255-87.2% | $7,964-99.6% | $170-80.7% |