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 7-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 | $83,785 |
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 | $87,185 | $88,982-2.0% | $102,438-14.9% | $77,671+12.2% |
| Participation rate | 96.8% | 80.9%+15.8pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 14.71% | 25.01%-10.3pp | 29.37%-14.7pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,602 | $2,698-3.5% | $3,024-13.9% | $2,726-4.5% |
| Participant deferral / active EE | $9,217 | $5,144+79.2% | $5,054+82.4% | $4,648+98.3% |
| Admin fee / account holder | $105 | $236-55.5% | $9,448-98.9% | $430-75.6% |