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 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,584 |
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 | $108,659 | $56,423+92.6% | $77,163+40.8% | $71,457+52.1% |
| Participation rate | 91.8% | 64.3%+27.5pp | 69.6%+22.2pp | 67.9%+23.9pp |
| Annual return | 19.76% | 19.05%+0.7pp | 37.87%-18.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,483 | $1,866+33.1% | $2,535-2.1% | $2,588-4.1% |
| Participant deferral / active EE | $7,286 | $3,142+131.9% | $3,833+90.1% | $4,289+69.9% |
| Admin fee / account holder | $217 | $1,429-84.8% | $5,472-96.0% | $1,587-86.3% |