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 9-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 | $3,211 |
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 | $80,422 | $77,503+3.8% | $100,391-19.9% | $80,856-0.5% |
| Participation rate | 96.3% | 76.9%+19.4pp | 81.5%+14.8pp | 67.6%+28.7pp |
| Annual return | 18.63% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,056 | $6,820+164.8% | $8,082+123.4% | $4,296+320.3% |
| Admin fee / account holder | $25 | $5,897-99.6% | $7,899-99.7% | $6,918-99.6% |