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 | $25,758 |
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 | $61,890 | $88,890-30.4% | $102,423-39.6% | $77,643-20.3% |
| Participation rate | 96.5% | 80.9%+15.5pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 20.09% | 24.98%-4.9pp | 29.32%-9.2pp | 31.24%-11.2pp |
| Employer contribution / active EE | $3,337 | $2,698+23.7% | $3,023+10.4% | $2,726+22.4% |
| Participant deferral / active EE | $9,581 | $5,145+86.2% | $5,053+89.6% | $4,647+106.2% |
| Admin fee / account holder | $20 | $235-91.4% | $9,451-99.8% | $430-95.3% |