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 8-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 | $9,090 |
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 | $24,701 | $84,487-70.8% | $125,339-80.3% | $66,914-63.1% |
| Participation rate | 91.8% | 76.4%+15.4pp | 82.4%+9.4pp | 69.8%+22.0pp |
| Annual return | -9.52% | -8.39%-1.1pp | 572.05%-581.6pp | 1.58%-11.1pp |
| Employer contribution / active EE | $66 | $3,553-98.2% | $4,814-98.6% | $2,544-97.4% |
| Participant deferral / active EE | $8,664 | $6,781+27.8% | $7,446+16.4% | $4,237+104.5% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.7% |