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 | $26,276 |
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 | $48,485 | $66,813-27.4% | $100,516-51.8% | $73,488-34.0% |
| Participation rate | 78.4% | 77.5%+0.9pp | 79.4%-1.0pp | 70.7%+7.7pp |
| Annual return | 24.15% | 25.70%-1.5pp | 30.89%-6.7pp | 28.51%-4.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,248 | $5,883+74.2% | $6,270+63.4% | $3,740+174.0% |
| Admin fee / account holder | $182 | $512-64.5% | $8,081-97.8% | $513-64.6% |