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 | $5,277 |
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 | $23,707 | $91,552-74.1% | $133,956-82.3% | $79,858-70.3% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 10.88% | 61.85%-51.0pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,058 | $2,384-55.6% | $3,919-73.0% | $2,471-57.2% |
| Participant deferral / active EE | $1,876 | $3,733-49.8% | $5,048-62.8% | $3,740-49.8% |
| Admin fee / account holder | $72 | $6,321-98.9% | $8,927-99.2% | $5,306-98.6% |