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 | $8,774 |
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 | $123,898 | $93,373+32.7% | $152,466-18.7% | $85,850+44.3% |
| Participation rate | 98.8% | 70.1%+28.7pp | 78.2%+20.6pp | 69.3%+29.4pp |
| Annual return | 16.13% | 21.84%-5.7pp | 757.33%-741.2pp | 318.53%-302.4pp |
| Employer contribution / active EE | $9,077 | $2,996+203.0% | $4,327+109.8% | $2,565+253.9% |
| Participant deferral / active EE | $13,055 | $4,550+186.9% | $5,820+124.3% | $3,952+230.4% |
| Admin fee / account holder | $39 | $13,853-99.7% | $15,805-99.8% | $6,260-99.4% |