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 4-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 | -$8,465 |
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 | $44,680 | $65,061-31.3% | $143,757-68.9% | $66,914-33.2% |
| Participation rate | 99.1% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -14.03% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,992 | $2,361-15.6% | $4,951-59.8% | $2,544-21.7% |
| Participant deferral / active EE | $5,098 | $2,919+74.7% | $5,637-9.6% | $4,237+20.3% |
| Admin fee / account holder | -$18 | $502-103.6% | $14,673-100.1% | $593-103.1% |