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 | $30,805 |
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 | $55,387 | $58,320-5.0% | $86,436-35.9% | $66,914-17.2% |
| Participation rate | 79.9% | 78.6%+1.3pp | 80.3%-0.4pp | 69.8%+10.1pp |
| Annual return | -15.05% | -9.71%-5.3pp | 4394.89%-4409.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,083 | $6,899+31.7% | $6,952+30.7% | $4,237+114.4% |
| Admin fee / account holder | $213 | $546-61.0% | $6,731-96.8% | $593-64.2% |