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 7-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 | $8,045 |
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 | $39,122 | $79,013-50.5% | $100,391-61.0% | $74,495-47.5% |
| Participation rate | 96.4% | 79.5%+16.9pp | 81.5%+14.9pp | 67.2%+29.2pp |
| Annual return | 31.08% | 20.41%+10.7pp | 49.20%-18.1pp | 1364.94%-1333.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,623 | $7,760+49.8% | $8,082+43.8% | $4,346+167.5% |
| Admin fee / account holder | $33 | $1,320-97.5% | $7,899-99.6% | $1,942-98.3% |