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 | $23,599 |
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 | $13,032 | $50,815-74.4% | $155,509-91.6% | $77,643-83.2% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 16.43% | 34.80%-18.4pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,953 | $1,993-2.0% | $4,672-58.2% | $2,726-28.4% |
| Participant deferral / active EE | $1,524 | $2,822-46.0% | $5,626-72.9% | $4,647-67.2% |
| Admin fee / account holder | $57 | $437-87.0% | $15,912-99.6% | $430-86.9% |