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 6-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 | $15,401 |
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 | $61,522 | $84,487-27.2% | $125,339-50.9% | $66,914-8.1% |
| Participation rate | 83.0% | 76.4%+6.6pp | 82.4%+0.6pp | 69.8%+13.2pp |
| Annual return | -12.73% | -8.39%-4.3pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,835 | $3,553+36.1% | $4,814+0.4% | $2,544+90.0% |
| Participant deferral / active EE | $10,878 | $6,781+60.4% | $7,446+46.1% | $4,237+156.7% |
| Admin fee / account holder | $102 | $685-85.2% | $10,010-99.0% | $593-82.9% |