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 | $12,496 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,485 | $47,126+5.0% | $149,673-66.9% | $74,419-33.5% |
| Participation rate | 87.2% | 63.4%+23.8pp | 78.8%+8.4pp | 70.7%+16.5pp |
| Annual return | 23.18% | 22.75%+0.4pp | 134.42%-111.2pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,655 | $1,905-13.2% | $4,818-65.7% | $2,637-37.3% |
| Participant deferral / active EE | $5,689 | $2,728+108.6% | $5,680+0.2% | $4,528+25.6% |
| Admin fee / account holder | $24 | $343-93.0% | $13,210-99.8% | $348-93.1% |