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 61-1758632 | Advisory (Plan) | $37,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,680 |
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 | $58,536 | $106,028-44.8% | $146,958-60.2% | $77,643-24.6% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 35.18% | 56.73%-21.6pp | 418.34%-383.2pp | 31.24%+3.9pp |
| Employer contribution / active EE | $6,644 | $4,063+63.5% | $4,933+34.7% | $2,726+143.7% |
| Participant deferral / active EE | $16,068 | $7,990+101.1% | $8,070+99.1% | $4,647+245.7% |
| Admin fee / account holder | $124 | $337-63.2% | $12,998-99.0% | $430-71.1% |