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 | $26,867 |
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 | $237,645 | $66,813+255.7% | $100,516+136.4% | $73,488+223.4% |
| Participation rate | 96.7% | 77.5%+19.2pp | 79.4%+17.3pp | 70.7%+26.0pp |
| Annual return | 12.59% | 25.70%-13.1pp | 30.89%-18.3pp | 28.51%-15.9pp |
| Employer contribution / active EE | $12,146 | $2,147+465.8% | $3,418+255.4% | $2,270+435.0% |
| Participant deferral / active EE | $13,759 | $5,883+133.9% | $6,270+119.4% | $3,740+267.9% |
| Admin fee / account holder | $137 | $512-73.2% | $8,081-98.3% | $513-73.3% |