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 10-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 | $156,266 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,308 | $110,299-9.1% | $102,423-2.1% | $199,593-49.7% |
| Participation rate | 96.0% | 86.3%+9.7pp | 76.5%+19.5pp | 72.0%+24.1pp |
| Annual return | 16.29% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $4,605 | $3,603+27.8% | $3,023+52.3% | $3,034+51.8% |
| Participant deferral / active EE | $7,020 | $6,376+10.1% | $5,053+38.9% | $5,087+38.0% |
| Admin fee / account holder | $34 | $122-72.1% | $9,451-99.6% | $269-87.3% |