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 | $31,011 |
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 | $73,435 | $106,028-30.7% | $146,958-50.0% | $77,643-5.4% |
| Participation rate | 78.7% | 78.4%+0.4pp | 82.2%-3.4pp | 70.6%+8.2pp |
| Annual return | 15.43% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,069 | $4,063-24.5% | $4,933-37.8% | $2,726+12.6% |
| Participant deferral / active EE | $6,345 | $7,990-20.6% | $8,070-21.4% | $4,647+36.5% |
| Admin fee / account holder | $123 | $337-63.5% | $12,998-99.1% | $430-71.4% |