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 | $12,256 |
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 | $34,717 | $29,660+17.1% | $56,411-38.5% | $80,856-57.1% |
| Participation rate | 96.6% | 41.6%+54.9pp | 52.5%+44.1pp | 67.6%+28.9pp |
| Annual return | 10.70% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,527 | $669+426.9% | $1,039+239.5% | $2,755+28.0% |
| Participant deferral / active EE | $11,769 | $1,226+860.0% | $1,952+503.0% | $4,296+174.0% |
| Admin fee / account holder | $188 | $2,428-92.3% | $2,829-93.3% | $6,918-97.3% |