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 | $17,209 |
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 | $126,492 | $72,254+75.1% | $86,677+45.9% | $64,808+95.2% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | -15.32% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $7,981 | $2,393+233.5% | $2,836+181.4% | $2,506+218.5% |
| Participant deferral / active EE | $7,148 | $4,658+53.5% | $4,656+53.5% | $4,310+65.8% |
| Admin fee / account holder | $47 | $174-73.1% | $7,493-99.4% | $188-75.1% |