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 | $1,506 |
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 | $48,768 | $72,607-32.8% | $90,749-46.3% | $66,914-27.1% |
| Participation rate | 99.1% | 73.7%+25.4pp | 75.7%+23.4pp | 69.8%+29.3pp |
| Annual return | -16.38% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,962 | $2,369+25.1% | $2,921+1.4% | $2,544+16.4% |
| Participant deferral / active EE | $3,916 | $3,977-1.5% | $4,564-14.2% | $4,237-7.6% |
| Admin fee / account holder | $34 | $707-95.2% | $8,445-99.6% | $593-94.3% |