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 | -$4,357 |
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 | $37,470 | $60,323-37.9% | $81,812-54.2% | $74,495-49.7% |
| Participation rate | 97.5% | 62.9%+34.7pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 13.52% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,046 | $2,620+16.2% | $2,912+4.6% | $2,623+16.1% |
| Participant deferral / active EE | $5,100 | $3,387+50.6% | $4,319+18.1% | $4,346+17.4% |
| Admin fee / account holder | -$13 | $1,486-100.9% | $7,386-100.2% | $1,942-100.7% |