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 | $30,310 |
Service code 27 · EIN 91-2096181 | Advisory (Plan) | $21,190 |
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 | $89,371 | $76,670+16.6% | $96,683-7.6% | $71,457+25.1% |
| Participation rate | 98.0% | 66.6%+31.5pp | 74.3%+23.7pp | 67.9%+30.1pp |
| Annual return | 17.80% | 48.29%-30.5pp | 35.69%-17.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,721 | $3,031+22.7% | $3,737-0.4% | $2,588+43.8% |
| Participant deferral / active EE | $10,319 | $3,771+173.6% | $4,878+111.5% | $4,289+140.6% |
| Admin fee / account holder | $242 | $2,028-88.1% | $6,730-96.4% | $1,587-84.8% |