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 | $22,471 |
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 | $26,729 | $56,047-52.3% | $98,716-72.9% | $79,634-66.4% |
| Participation rate | 73.6% | 54.6%+19.0pp | 69.3%+4.3pp | 62.5%+11.2pp |
| Annual return | 15.95% | 17.58%-1.6pp | 31.81%-15.9pp | 36.46%-20.5pp |
| Employer contribution / active EE | $637 | $1,237-48.5% | $2,279-72.0% | $2,529-74.8% |
| Participant deferral / active EE | $2,903 | $2,469+17.6% | $4,048-28.3% | $3,835-24.3% |
| Admin fee / account holder | $81 | $1,512-94.7% | $8,703-99.1% | $1,002-91.9% |