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 | -$6,682 |
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 | $164,445 | $55,472+196.4% | $155,567+5.7% | $74,546+120.6% |
| Participation rate | 81.1% | 61.9%+19.2pp | 78.2%+2.9pp | 67.2%+13.9pp |
| Annual return | 16.18% | 268.72%-252.5pp | 64.74%-48.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $5,506 | $2,269+142.7% | $4,674+17.8% | $2,624+109.8% |
| Participant deferral / active EE | $5,610 | $2,838+97.7% | $5,628-0.3% | $4,347+29.0% |
| Admin fee / account holder | -$51 | $1,743-102.9% | $15,916-100.3% | $1,944-102.6% |