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 8-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 | $4,550 |
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 | $95,555 | $88,634+7.8% | $101,326-5.7% | $74,304+28.6% |
| Participation rate | 95.1% | 76.9%+18.2pp | 81.5%+13.6pp | 60.3%+34.7pp |
| Annual return | 25.99% | 33.10%-7.1pp | 36.82%-10.8pp | 29.43%-3.4pp |
| Employer contribution / active EE | $7,106 | $2,930+142.5% | $3,665+93.9% | $2,241+217.1% |
| Participant deferral / active EE | $16,202 | $7,322+121.3% | $7,994+102.7% | $3,767+330.1% |
| Admin fee / account holder | $46 | $2,425-98.1% | $11,185-99.6% | $2,969-98.5% |