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 7-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 | -$594 |
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 | $60,098 | $100,923-40.5% | $150,045-59.9% | $74,304-19.1% |
| Participation rate | 91.6% | 70.1%+21.5pp | 82.3%+9.3pp | 60.3%+31.3pp |
| Annual return | 33.81% | 51.77%-18.0pp | 62.55%-28.7pp | 29.43%+4.4pp |
| Employer contribution / active EE | $2,394 | $3,463-30.9% | $4,693-49.0% | $2,241+6.8% |
| Participant deferral / active EE | $11,366 | $6,709+69.4% | $7,997+42.1% | $3,767+201.7% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |