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 | $10,903 |
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 | $42,974 | $91,407-53.0% | $135,903-68.4% | $71,457-39.9% |
| Participation rate | 96.5% | 75.7%+20.8pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,572 | $3,703-3.6% | $4,856-26.4% | $2,588+38.0% |
| Participant deferral / active EE | $8,438 | $7,092+19.0% | $7,758+8.8% | $4,289+96.8% |
| Admin fee / account holder | $63 | $1,266-95.0% | $10,762-99.4% | $1,587-96.0% |