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 | $3,343 |
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 | $36,101 | $79,449-54.6% | $189,557-81.0% | $85,850-57.9% |
| Participation rate | 98.3% | 66.0%+32.3pp | 78.4%+19.9pp | 69.3%+29.0pp |
| Annual return | 15.02% | 18.45%-3.4pp | 64.17%-49.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,868 | $2,081+133.9% | $4,412+10.3% | $2,565+89.8% |
| Participant deferral / active EE | $2,278 | $4,051-43.8% | $6,174-63.1% | $3,952-42.4% |
| Admin fee / account holder | $36 | $5,377-99.3% | $9,807-99.6% | $6,260-99.4% |