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 | $1,371 |
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 | $27,481 | $72,607-62.2% | $90,749-69.7% | $66,914-58.9% |
| Participation rate | 77.5% | 73.7%+3.8pp | 75.7%+1.8pp | 69.8%+7.6pp |
| Annual return | -15.27% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,572 | $2,369-33.6% | $2,921-46.2% | $2,544-38.2% |
| Participant deferral / active EE | $2,509 | $3,977-36.9% | $4,564-45.0% | $4,237-40.8% |
| Admin fee / account holder | $21 | $707-97.1% | $8,445-99.8% | $593-96.5% |