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 | $950 |
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 | $101,508 | $59,263+71.3% | $96,562+5.1% | $79,386+27.9% |
| Participation rate | 91.2% | 61.9%+29.3pp | 69.8%+21.4pp | 70.7%+20.5pp |
| Annual return | 15.83% | 27.07%-11.2pp | 37.78%-22.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $476 | $1,216-60.8% | $2,356-79.8% | $2,427-80.4% |
| Participant deferral / active EE | $5,038 | $2,948+70.9% | $3,849+30.9% | $4,046+24.5% |
| Admin fee / account holder | $14 | $658-97.9% | $6,181-99.8% | $626-97.8% |