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 | $14,805 |
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 | $48,668 | $54,701-11.0% | $86,188-43.5% | $71,457-31.9% |
| Participation rate | 91.1% | 60.1%+31.0pp | 69.0%+22.2pp | 67.9%+23.2pp |
| Annual return | 22.02% | 20.06%+2.0pp | 1168.45%-1146.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,112 | $1,265-12.1% | $2,380-53.3% | $2,588-57.0% |
| Participant deferral / active EE | $5,407 | $3,108+74.0% | $3,985+35.7% | $4,289+26.1% |
| Admin fee / account holder | $74 | $1,922-96.1% | $6,852-98.9% | $1,587-95.3% |