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 | $101,499-56.6% | $147,005-70.0% | $74,546-40.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 52.03% | 8732.34%-8680.3pp | 418.76%-366.7pp | 1366.03%-1314.0pp |
| Employer contribution / active EE | $1,146 | $3,811-69.9% | $4,934-76.8% | $2,624-56.3% |
| Participant deferral / active EE | $11,266 | $7,304+54.2% | $8,070+39.6% | $4,347+159.1% |
| Admin fee / account holder | $73 | $1,748-95.8% | $13,006-99.4% | $1,944-96.3% |