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 5-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 | $1,449 |
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 | $50,786 | $106,028-52.1% | $146,958-65.4% | $77,643-34.6% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 25.67% | 56.73%-31.1pp | 418.34%-392.7pp | 31.24%-5.6pp |
| Employer contribution / active EE | $5,888 | $4,063+44.9% | $4,933+19.4% | $2,726+116.0% |
| Participant deferral / active EE | $13,558 | $7,990+69.7% | $8,070+68.0% | $4,647+191.7% |
| Admin fee / account holder | $9 | $337-97.4% | $12,998-99.9% | $430-97.9% |