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 | -$5,606 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,734 | $99,985-4.3% | $146,665-34.7% | $85,850+11.5% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.3pp |
| Annual return | 7.23% | 18.93%-11.7pp | 22.74%-15.5pp | 318.53%-311.3pp |
| Employer contribution / active EE | $4,013 | $2,559+56.9% | $4,136-3.0% | $2,565+56.5% |
| Participant deferral / active EE | $10,195 | $4,006+154.5% | $5,506+85.2% | $3,952+158.0% |
| Admin fee / account holder | -$16 | $7,702-100.2% | $10,280-100.2% | $6,260-100.3% |