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 7-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 | $15,995 |
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 | $41,872 | $89,436-53.2% | $164,813-74.6% | $77,643-46.1% |
| Participation rate | 93.2% | 78.6%+14.6pp | 78.6%+14.6pp | 70.6%+22.6pp |
| Annual return | 22.48% | 28.83%-6.3pp | 69.93%-47.4pp | 31.24%-8.8pp |
| Employer contribution / active EE | $3,352 | $2,569+30.5% | $4,341-22.8% | $2,726+23.0% |
| Participant deferral / active EE | $6,934 | $4,897+41.6% | $6,031+15.0% | $4,647+49.2% |
| Admin fee / account holder | $33 | $339-90.3% | $12,690-99.7% | $430-92.3% |