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 | $23,111 |
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 | $72,875 | $91,407-20.3% | $135,903-46.4% | $71,457+2.0% |
| Participation rate | 70.0% | 75.7%-5.6pp | 81.9%-11.9pp | 67.9%+2.1pp |
| Annual return | 19.34% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,950 | $3,703-20.3% | $4,856-39.3% | $2,588+14.0% |
| Participant deferral / active EE | $6,236 | $7,092-12.1% | $7,758-19.6% | $4,289+45.4% |
| Admin fee / account holder | $119 | $1,266-90.6% | $10,762-98.9% | $1,587-92.5% |