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 | $1,263 |
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 | $11,191 | $46,292-75.8% | $143,757-92.2% | $64,808-82.7% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.0pp |
| Annual return | -9.12% | -10.05%+0.9pp | -0.04%-9.1pp | 32.82%-41.9pp |
| Employer contribution / active EE | $2,228 | $1,910+16.7% | $4,951-55.0% | $2,506-11.1% |
| Participant deferral / active EE | $1,335 | $2,646-49.6% | $5,637-76.3% | $4,310-69.0% |
| Admin fee / account holder | $59 | $154-61.3% | $14,673-99.6% | $188-68.3% |