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 | $24,185 |
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 | $73,624 | $125,758-41.5% | $169,993-56.7% | $75,163-2.0% |
| Participation rate | 74.5% | 83.6%-9.1pp | 87.0%-12.5pp | 67.2%+7.3pp |
| Annual return | 20.37% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,018 | $4,615-34.6% | $6,785-55.5% | $2,670+13.0% |
| Participant deferral / active EE | $15,579 | $6,837+127.8% | $10,408+49.7% | $4,125+277.7% |
| Admin fee / account holder | $149 | $8,173-98.2% | $12,815-98.8% | $5,651-97.4% |