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 | $6,491 |
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 | $52,769 | $71,516-26.2% | $98,439-46.4% | $71,457-26.2% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+23.9pp | 67.9%+31.2pp |
| Annual return | 19.16% | 32.41%-13.2pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,213 | $2,399+34.0% | $3,048+5.4% | $2,588+24.2% |
| Participant deferral / active EE | $4,335 | $4,109+5.5% | $4,738-8.5% | $4,289+1.1% |
| Admin fee / account holder | $58 | $1,675-96.5% | $8,948-99.3% | $1,587-96.3% |