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 27 · EIN 38-2722519 | Advisory (Plan) | $49,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,779 |
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 | $139,807 | $91,407+53.0% | $135,903+2.9% | $71,457+95.7% |
| Participation rate | 82.1% | 75.7%+6.4pp | 81.9%+0.2pp | 67.9%+14.1pp |
| Annual return | 19.91% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,261 | $3,703-66.0% | $4,856-74.0% | $2,588-51.3% |
| Participant deferral / active EE | $10,406 | $7,092+46.7% | $7,758+34.1% | $4,289+142.6% |
| Admin fee / account holder | $227 | $1,266-82.1% | $10,762-97.9% | $1,587-85.7% |