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 | $1,275 |
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 | $77,574 | $79,428-2.3% | $106,548-27.2% | $79,386-2.3% |
| Participation rate | 92.9% | 74.1%+18.7pp | 76.1%+16.7pp | 70.7%+22.2pp |
| Annual return | 12.71% | 18.27%-5.6pp | 26.80%-14.1pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,571 | $2,234+15.1% | $2,819-8.8% | $2,427+5.9% |
| Participant deferral / active EE | $3,171 | $3,823-17.0% | $4,398-27.9% | $4,046-21.6% |
| Admin fee / account holder | $39 | $523-92.5% | $7,407-99.5% | $626-93.8% |