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 | $28,711 |
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 | $66,359 | $99,078-33.0% | $96,544-31.3% | $74,419-10.8% |
| Participation rate | 73.5% | 80.7%-7.2pp | 76.0%-2.5pp | 70.7%+2.8pp |
| Annual return | 18.90% | 22.48%-3.6pp | 25.84%-6.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,017 | $2,570+17.4% | $2,965+1.7% | $2,637+14.4% |
| Participant deferral / active EE | $5,773 | $4,933+17.0% | $4,851+19.0% | $4,528+27.5% |
| Admin fee / account holder | $84 | $225-62.6% | $8,252-99.0% | $348-75.9% |