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 | $1,819 |
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 | $42,967 | $101,763-57.8% | $164,866-73.9% | $80,874-46.9% |
| Participation rate | 88.3% | 71.8%+16.5pp | 78.6%+9.7pp | 67.6%+20.7pp |
| Annual return | 12.21% | 16.73%-4.5pp | 69.97%-57.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,413 | $4,477-23.8% | $6,033-43.4% | $4,297-20.6% |
| Admin fee / account holder | $24 | $8,228-99.7% | $12,689-99.8% | $6,935-99.7% |