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 | -$10,505 |
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 | $198,508 | $49,915+297.7% | $154,803+28.2% | $74,304+167.2% |
| Participation rate | 71.3% | 54.0%+17.4pp | 78.1%-6.7pp | 60.3%+11.0pp |
| Annual return | 22.63% | 34.06%-11.4pp | 58.88%-36.3pp | 29.43%-6.8pp |
| Employer contribution / active EE | $4,472 | $1,611+177.6% | $4,305+3.9% | $2,241+99.6% |
| Participant deferral / active EE | $4,809 | $2,255+113.3% | $5,540-13.2% | $3,767+27.6% |
| Admin fee / account holder | -$77 | $2,189-103.5% | $14,329-100.5% | $2,969-102.6% |