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 | -$9,394 |
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 | $52,731 | $61,272-13.9% | $149,673-64.8% | $71,457-26.2% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 15.84% | 35.85%-20.0pp | 134.42%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,906 | $2,378-19.9% | $4,818-60.4% | $2,588-26.3% |
| Participant deferral / active EE | $4,663 | $2,917+59.9% | $5,680-17.9% | $4,289+8.7% |
| Admin fee / account holder | -$19 | $1,261-101.5% | $13,210-100.1% | $1,587-101.2% |