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 | $43,483 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,584 | $92,055-72.2% | $106,213-75.9% | $77,643-67.0% |
| Participation rate | 87.4% | 81.0%+6.4pp | 75.3%+12.1pp | 70.6%+16.8pp |
| Annual return | 33.92% | 17.91%+16.0pp | 116.14%-82.2pp | 31.24%+2.7pp |
| Employer contribution / active EE | $216 | $3,367-93.6% | $3,171-93.2% | $2,726-92.1% |
| Participant deferral / active EE | $7,074 | $5,386+31.3% | $5,016+41.0% | $4,647+52.2% |
| Admin fee / account holder | $17 | $219-92.3% | $11,033-99.8% | $430-96.1% |