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 4-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 | $11,561 |
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 | $13,127 | $55,415-76.3% | $155,509-91.6% | $74,495-82.4% |
| Participation rate | 71.8% | 61.9%+9.9pp | 78.2%-6.3pp | 67.2%+4.6pp |
| Annual return | 13.82% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,037 | $2,267-10.2% | $4,672-56.4% | $2,623-22.3% |
| Participant deferral / active EE | $1,133 | $2,836-60.0% | $5,626-79.9% | $4,346-73.9% |
| Admin fee / account holder | $58 | $1,738-96.7% | $15,912-99.6% | $1,942-97.0% |