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 | $49 |
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 | $100,441 | $102,553-2.1% | $151,611-33.8% | $66,914+50.1% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -18.32% | -10.82%-7.5pp | 3.33%-21.7pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,317 | $4,180-44.6% | $6,166-62.4% | $2,544-8.9% |
| Participant deferral / active EE | $8,272 | $6,641+24.6% | $8,363-1.1% | $4,237+95.2% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |