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 | $275 |
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 | $104,781 | $69,010+51.8% | $159,960-34.5% | $68,494+53.0% |
| Participation rate | 74.1% | 65.4%+8.7pp | 78.0%-3.9pp | 67.9%+6.2pp |
| Annual return | -18.78% | -9.65%-9.1pp | 408.60%-427.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,719 | $2,213+22.8% | $4,226-35.7% | $2,596+4.7% |
| Participant deferral / active EE | $6,938 | $4,212+64.7% | $6,182+12.2% | $4,027+72.3% |
| Admin fee / account holder | $43 | $4,798-99.1% | $8,698-99.5% | $5,403-99.2% |