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 9-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 | $2,694 |
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 | $52,508 | $106,028-50.5% | $146,958-64.3% | $77,643-32.4% |
| Participation rate | 73.6% | 78.4%-4.8pp | 82.2%-8.6pp | 70.6%+3.0pp |
| Annual return | 18.13% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $5,197 | $4,063+27.9% | $4,933+5.3% | $2,726+90.6% |
| Participant deferral / active EE | $10,496 | $7,990+31.4% | $8,070+30.1% | $4,647+125.8% |
| Admin fee / account holder | $6 | $337-98.2% | $12,998-100.0% | $430-98.6% |