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 | $89,987 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,696 | $104,631-68.8% | $98,439-66.8% | $80,160-59.2% |
| Participation rate | 74.5% | 87.5%-13.1pp | 75.2%-0.7pp | 72.9%+1.5pp |
| Annual return | 139.54% | 34.72%+104.8pp | 21.16%+118.4pp | 40.38%+99.2pp |
| Employer contribution / active EE | $1,492 | $4,517-67.0% | $3,048-51.0% | $2,978-49.9% |
| Participant deferral / active EE | $1,675 | $6,545-74.4% | $4,738-64.7% | $5,017-66.6% |
| Admin fee / account holder | $78 | $105-25.5% | $8,948-99.1% | $145-46.1% |