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 | -$1,589 |
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 | $30,881 | $58,264-47.0% | $86,612-64.3% | $71,457-56.8% |
| Participation rate | 93.9% | 65.0%+28.9pp | 71.7%+22.2pp | 67.9%+26.0pp |
| Annual return | 19.82% | 21.63%-1.8pp | 591.07%-571.2pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,514 | $2,574-2.3% | $3,022-16.8% | $2,588-2.9% |
| Participant deferral / active EE | $4,473 | $3,436+30.2% | $4,438+0.8% | $4,289+4.3% |
| Admin fee / account holder | -$3 | $1,057-100.3% | $5,614-100.0% | $1,587-100.2% |