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 | $11,216 |
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 | $59,475 | $45,031+32.1% | $84,966-30.0% | $77,643-23.4% |
| Participation rate | 80.3% | 48.7%+31.6pp | 67.5%+12.8pp | 70.6%+9.7pp |
| Annual return | 16.49% | 79.22%-62.7pp | 66.38%-49.9pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,768 | $1,609+72.0% | $2,727+1.5% | $2,726+1.5% |
| Participant deferral / active EE | $6,337 | $2,807+125.7% | $4,519+40.2% | $4,647+36.4% |
| Admin fee / account holder | $13 | $912-98.6% | $6,149-99.8% | $430-97.0% |