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 27 · EIN 14-1886561 | Advisory (Plan) | $55,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,525 |
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 | $86,072 | $101,317-15.0% | $146,958-41.4% | $74,495+15.5% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 15.49% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,824 | $3,810-25.9% | $4,933-42.7% | $2,623+7.7% |
| Participant deferral / active EE | $5,014 | $7,303-31.3% | $8,070-37.9% | $4,346+15.4% |
| Admin fee / account holder | $233 | $1,739-86.6% | $12,998-98.2% | $1,942-88.0% |