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 27 · EIN 91-2106031 | Advisory (Plan) | $33,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,022 |
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 | $87,071 | $65,390+33.2% | $169,368-48.6% | $71,457+21.9% |
| Participation rate | 73.8% | 67.0%+6.8pp | 77.1%-3.4pp | 67.9%+5.8pp |
| Annual return | 20.11% | 21.31%-1.2pp | 405.60%-385.5pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,930 | $2,079-7.2% | $4,013-51.9% | $2,588-25.4% |
| Participant deferral / active EE | $6,659 | $4,367+52.5% | $6,221+7.0% | $4,289+55.3% |
| Admin fee / account holder | $264 | $1,324-80.1% | $9,003-97.1% | $1,587-83.4% |