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 9-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 | $5,918 |
Employer contribution per participant 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 | $43,543 | $41,078+6.0% | $80,569-46.0% | $71,457-39.1% |
| Participation rate | 77.7% | 50.2%+27.4pp | 67.0%+10.7pp | 67.9%+9.7pp |
| Annual return | 34.09% | 38.45%-4.4pp | 935.43%-901.3pp | 28.85%+5.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $14,439 | $2,699+434.9% | $4,447+224.6% | $4,289+236.7% |
| Admin fee / account holder | $57 | $1,840-96.9% | $5,377-98.9% | $1,587-96.4% |