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 4-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 | $2,289 |
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 | $100,977 | $56,638+78.3% | $169,368-40.4% | $74,419+35.7% |
| Participation rate | 78.2% | 67.5%+10.6pp | 77.1%+1.0pp | 70.7%+7.4pp |
| Annual return | 20.95% | 24.75%-3.8pp | 405.60%-384.7pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,927 | $2,027+93.7% | $4,013-2.1% | $2,637+48.9% |
| Participant deferral / active EE | $6,110 | $4,223+44.7% | $6,221-1.8% | $4,528+34.9% |
| Admin fee / account holder | $8 | $307-97.3% | $9,003-99.9% | $348-97.6% |