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 47-1411118 | Advisory (Plan) | $32,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,144 |
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 | $65,941 | $79,184-16.7% | $102,438-35.6% | $74,546-11.5% |
| Participation rate | 79.4% | 74.8%+4.7pp | 76.5%+2.9pp | 67.2%+12.2pp |
| Annual return | 16.19% | 54.95%-38.8pp | 29.37%-13.2pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,075 | $2,362+30.2% | $3,024+1.7% | $2,624+17.2% |
| Participant deferral / active EE | $6,706 | $4,414+51.9% | $5,054+32.7% | $4,347+54.3% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,448-97.4% | $1,944-87.5% |