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 | -$1,312 |
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 | $48,221 | $47,479+1.6% | $62,929-23.4% | $82,448-41.5% |
| Participation rate | 91.1% | 66.9%+24.2pp | 73.1%+18.0pp | 68.1%+23.0pp |
| Annual return | 19.81% | 20.34%-0.5pp | 1063.93%-1044.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $22 | $1,885-98.8% | $2,505-99.1% | $2,551-99.1% |
| Participant deferral / active EE | $15,283 | $2,870+432.4% | $3,888+293.1% | $4,139+269.2% |
| Admin fee / account holder | $4 | $3,804-99.9% | $5,065-99.9% | $7,234-99.9% |