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 | $13,588 |
Annual investment return 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 | $191,114 | $61,214+212.2% | $83,333+129.3% | $56,287+239.5% |
| Participation rate | 96.4% | 72.6%+23.8pp | 77.8%+18.6pp | 69.9%+26.5pp |
| Annual return | -14.53% | 0.42%-14.9pp | 10.63%-25.2pp | -9.96%-4.6pp |
| Employer contribution / active EE | $10,929 | $1,925+467.6% | $3,379+223.5% | $2,111+417.7% |
| Participant deferral / active EE | $12,762 | $5,091+150.7% | $5,565+129.3% | $3,350+281.0% |
| Admin fee / account holder | $61 | $512-88.1% | $7,510-99.2% | $521-88.4% |