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 4-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 | $15,989 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,851 | $99,877+53.0% | $84,966+79.9% | $145,922+4.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.08% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $11,820 | $3,231+265.8% | $2,727+333.4% | $4,660+153.7% |
| Participant deferral / active EE | $39,610 | $5,291+648.7% | $4,519+776.5% | $6,688+492.3% |
| Admin fee / account holder | $84 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |