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 27 · EIN 61-1758632 | Advisory (Plan) | $46,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,749 |
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 | $89,915 | $88,634+1.4% | $101,326-11.3% | $74,304+21.0% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 60.3%+24.7pp |
| Annual return | 22.52% | 33.10%-10.6pp | 36.82%-14.3pp | 29.43%-6.9pp |
| Employer contribution / active EE | $3,595 | $2,930+22.7% | $3,665-1.9% | $2,241+60.4% |
| Participant deferral / active EE | $9,635 | $7,322+31.6% | $7,994+20.5% | $3,767+155.8% |
| Admin fee / account holder | $291 | $2,425-88.0% | $11,185-97.4% | $2,969-90.2% |