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 | $101,499-48.3% | $147,005-64.3% | $74,546-29.6% |
| Participation rate | 90.8% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.6pp |
| Annual return | 29.75% | 8732.34%-8702.6pp | 418.76%-389.0pp | 1366.03%-1336.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,087 | $7,304+79.2% | $8,070+62.2% | $4,347+201.0% |
| Admin fee / account holder | $32 | $1,748-98.2% | $13,006-99.8% | $1,944-98.4% |