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 3-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 | $8,823 |
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 | $48,208 | $106,028-54.5% | $146,958-67.2% | $77,643-37.9% |
| Participation rate | 85.4% | 78.4%+7.0pp | 82.2%+3.2pp | 70.6%+14.8pp |
| Annual return | 128.87% | 56.73%+72.1pp | 418.34%-289.5pp | 31.24%+97.6pp |
| Employer contribution / active EE | $6,431 | $4,063+58.3% | $4,933+30.4% | $2,726+135.9% |
| Participant deferral / active EE | $9,366 | $7,990+17.2% | $8,070+16.1% | $4,647+101.5% |
| Admin fee / account holder | $23 | $337-93.3% | $12,998-99.8% | $430-94.8% |