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 | $78,483-7.3% | $106,201-31.5% | $74,546-2.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 75.3%+20.3pp | 67.2%+28.4pp |
| Annual return | 14.16% | 15.94%-1.8pp | 116.26%-102.1pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,233 | $2,522-11.4% | $3,170-29.5% | $2,624-14.9% |
| Participant deferral / active EE | $8,612 | $4,320+99.3% | $5,012+71.8% | $4,347+98.1% |
| Admin fee / account holder | $127 | $2,236-94.3% | $11,039-98.8% | $1,944-93.5% |