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 | $88,360-32.0% | $145,433-58.7% | $67,986-11.6% |
| Participation rate | 91.6% | 65.5%+26.1pp | 82.1%+9.5pp | 57.2%+34.4pp |
| Annual return | 33.81% | 63.15%-29.3pp | 66.58%-32.8pp | 31.67%+2.1pp |
| Employer contribution / active EE | $2,394 | $3,054-21.6% | $4,554-47.4% | $2,019+18.6% |
| Participant deferral / active EE | $11,366 | $5,932+91.6% | $7,897+43.9% | $3,358+238.5% |
| Admin fee / account holder | $12 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |