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 | $37,122 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $28,965 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,573 | $59,159-36.5% | $159,960-76.5% | $66,914-43.8% |
| Participation rate | 98.5% | 68.1%+30.4pp | 78.0%+20.5pp | 69.8%+28.7pp |
| Annual return | -15.99% | -12.26%-3.7pp | 408.60%-424.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,679 | $1,983+85.5% | $4,226-12.9% | $2,544+44.6% |
| Participant deferral / active EE | $3,889 | $4,395-11.5% | $6,182-37.1% | $4,237-8.2% |
| Admin fee / account holder | $216 | $591-63.4% | $8,698-97.5% | $593-63.6% |