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 5-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 | $15,183 |
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 | $44,048 | $101,317-56.5% | $146,958-70.0% | $74,495-40.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 52.03% | 8730.91%-8678.9pp | 418.34%-366.3pp | 1364.94%-1312.9pp |
| Employer contribution / active EE | $1,146 | $3,810-69.9% | $4,933-76.8% | $2,623-56.3% |
| Participant deferral / active EE | $11,266 | $7,303+54.3% | $8,070+39.6% | $4,346+159.2% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |