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 | $900 |
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 | $66,393 | $76,050-12.7% | $96,544-31.2% | $71,457-7.1% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 23.09% | 22.81%+0.3pp | 25.84%-2.8pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2,042 | $2,244-9.0% | $2,965-31.1% | $2,588-21.1% |
| Participant deferral / active EE | $3,975 | $4,215-5.7% | $4,851-18.0% | $4,289-7.3% |
| Admin fee / account holder | $8 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |