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 27-4316789 | Advisory (Plan) | $29,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,325 |
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 | $121,830 | $72,277+68.6% | $101,248+20.3% | $79,858+52.6% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 16.01% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,995 | $2,692-25.9% | $3,660-45.5% | $2,471-19.3% |
| Participant deferral / active EE | $7,272 | $3,282+121.6% | $4,370+66.4% | $3,740+94.4% |
| Admin fee / account holder | $261 | $4,400-94.1% | $5,945-95.6% | $5,306-95.1% |