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 | $23,056 |
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 | $223,464 | $58,655+281.0% | $91,989+142.9% | $65,185+242.8% |
| Participation rate | 98.4% | 75.3%+23.1pp | 78.6%+19.8pp | 70.2%+28.2pp |
| Annual return | 18.79% | 33.92%-15.1pp | 69.02%-50.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $11,953 | $2,080+474.6% | $3,452+246.3% | $2,177+449.2% |
| Participant deferral / active EE | $13,938 | $5,474+154.6% | $5,923+135.3% | $3,514+296.7% |
| Admin fee / account holder | $110 | $434-74.6% | $7,743-98.6% | $847-87.0% |