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 | $28,660 |
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 | $72,735 | $78,485-7.3% | $106,213-31.5% | $74,495-2.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 75.3%+20.3pp | 67.2%+28.4pp |
| Annual return | 14.16% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,233 | $2,523-11.5% | $3,171-29.6% | $2,623-14.9% |
| Participant deferral / active EE | $8,612 | $4,322+99.2% | $5,016+71.7% | $4,346+98.2% |
| Admin fee / account holder | $127 | $2,232-94.3% | $11,033-98.8% | $1,942-93.5% |