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 | $828 |
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 | $39,716 | $54,517-27.1% | $75,972-47.7% | $74,495-46.7% |
| Participation rate | 83.9% | 60.3%+23.6pp | 69.1%+14.8pp | 67.2%+16.7pp |
| Annual return | 102.20% | 31.82%+70.4pp | 359.55%-257.3pp | 1364.94%-1262.7pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,452 | $3,066+208.3% | $4,255+122.1% | $4,346+117.5% |
| Admin fee / account holder | $4 | $2,229-99.8% | $6,467-99.9% | $1,942-99.8% |