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 6-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 | $13,930 |
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 | $38,611 | $106,028-63.6% | $146,958-73.7% | $77,643-50.3% |
| Participation rate | 80.8% | 78.4%+2.4pp | 82.2%-1.4pp | 70.6%+10.2pp |
| Annual return | 15.68% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $56 | $4,063-98.6% | $4,933-98.9% | $2,726-98.0% |
| Participant deferral / active EE | $8,836 | $7,990+10.6% | $8,070+9.5% | $4,647+90.1% |
| Admin fee / account holder | $46 | $337-86.4% | $12,998-99.6% | $430-89.4% |