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 | $56,767-52.9% | $101,794-73.7% | $85,563-68.8% |
| Participation rate | 73.6% | 57.6%+16.0pp | 69.2%+4.5pp | 66.0%+7.7pp |
| Annual return | 15.95% | 17.76%-1.8pp | 30.53%-14.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $637 | $1,112-42.7% | $2,289-72.2% | $2,654-76.0% |
| Participant deferral / active EE | $2,903 | $2,720+6.7% | $4,084-28.9% | $4,375-33.6% |
| Admin fee / account holder | $81 | $1,098-92.7% | $8,777-99.1% | $834-90.3% |