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 | $14,083 |
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 | $159,393 | $88,890+79.3% | $102,423+55.6% | $77,643+105.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.57% | 24.98%-10.4pp | 29.32%-14.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $10,773 | $2,698+299.3% | $3,023+256.3% | $2,726+295.2% |
| Participant deferral / active EE | $8,308 | $5,145+61.5% | $5,053+64.4% | $4,647+78.8% |
| Admin fee / account holder | $43 | $235-81.8% | $9,451-99.5% | $430-90.1% |