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 3-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 | $76,648 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $35,360 | $57,610-38.6% | $154,803-77.2% | $102,872-65.6% |
| Participation rate | 96.0% | 59.5%+36.5pp | 78.1%+17.9pp | 73.0%+23.0pp |
| Annual return | 16.92% | 30.49%-13.6pp | 58.88%-42.0pp | 19.06%-2.1pp |
| Employer contribution / active EE | $3,390 | $1,883+80.0% | $4,305-21.3% | $3,526-3.9% |
| Participant deferral / active EE | $6,749 | $2,914+131.6% | $5,540+21.8% | $5,535+21.9% |
| Admin fee / account holder | $61 | $368-83.4% | $14,329-99.6% | $292-79.1% |