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 9-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 | $104,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,535 | $2,679,533-98.8% | $164,813-80.9% | $199,593-84.2% |
| Participation rate | 77.6% | 78.3%-0.7pp | 78.6%-1.0pp | 72.0%+5.7pp |
| Annual return | 16.59% | 17.93%-1.3pp | 69.93%-53.3pp | 34.25%-17.7pp |
| Employer contribution / active EE | $961 | $2,970-67.6% | $4,341-77.9% | $3,034-68.3% |
| Participant deferral / active EE | $3,619 | $5,010-27.8% | $6,031-40.0% | $5,087-28.8% |
| Admin fee / account holder | $126 | $1,982-93.6% | $12,690-99.0% | $269-53.1% |