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 | $731,914 |
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 | $185,277 | $104,281+77.7% | $140,016+32.3% | $68,904+168.9% |
| Participation rate | 95.9% | 89.1%+6.8pp | 87.5%+8.4pp | 74.1%+21.8pp |
| Annual return | -5.77% | -1.33%-4.4pp | 651.12%-656.9pp | 1.07%-6.8pp |
| Employer contribution / active EE | $5,267 | $4,070+29.4% | $5,606-6.0% | $2,540+107.3% |
| Participant deferral / active EE | $12,509 | $6,129+104.1% | $6,927+80.6% | $4,015+211.5% |
| Admin fee / account holder | $56 | $79-28.3% | $10,705-99.5% | $71-20.8% |