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 | $3,941 |
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 | $63,624 | $61,156+4.0% | $185,823-65.8% | $79,386-19.9% |
| Participation rate | 94.8% | 66.6%+28.2pp | 81.7%+13.1pp | 70.7%+24.1pp |
| Annual return | 13.57% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,574 | $2,321+10.9% | $5,167-50.2% | $2,427+6.0% |
| Participant deferral / active EE | $4,395 | $2,789+57.6% | $5,568-21.1% | $4,046+8.6% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.8% |