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 | $12,454 |
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 | $49,287 | $88,634-44.4% | $101,326-51.4% | $74,304-33.7% |
| Participation rate | 95.0% | 76.9%+18.1pp | 81.5%+13.5pp | 60.3%+34.6pp |
| Annual return | 20.49% | 33.10%-12.6pp | 36.82%-16.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,985 | $7,322+63.7% | $7,994+49.9% | $3,767+218.1% |
| Admin fee / account holder | $64 | $2,425-97.4% | $11,185-99.4% | $2,969-97.9% |