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 | -$5,950 |
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 | $68,125 | $65,435+4.1% | $86,677-21.4% | $66,914+1.8% |
| Participation rate | 94.3% | 75.5%+18.8pp | 76.6%+17.7pp | 69.8%+24.5pp |
| Annual return | -18.67% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $3,435 | $2,153+59.5% | $2,836+21.1% | $2,544+35.0% |
| Participant deferral / active EE | $7,211 | $4,100+75.9% | $4,656+54.9% | $4,237+70.2% |
| Admin fee / account holder | -$6 | $642-100.9% | $7,493-100.1% | $593-101.0% |