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 7-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 | $4,533 |
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 | $52,477 | $101,317-48.2% | $146,958-64.3% | $74,495-29.6% |
| Participation rate | 90.8% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.6pp |
| Annual return | 29.75% | 8730.91%-8701.2pp | 418.34%-388.6pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,087 | $7,303+79.2% | $8,070+62.2% | $4,346+201.1% |
| Admin fee / account holder | $32 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |