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 | $48,795-1.2% | $65,493-26.4% | $84,808-43.1% |
| Participation rate | 91.1% | 67.0%+24.1pp | 73.1%+18.0pp | 68.3%+22.8pp |
| Annual return | 19.81% | 20.20%-0.4pp | 982.45%-962.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $22 | $1,930-98.8% | $2,574-99.1% | $2,631-99.2% |
| Participant deferral / active EE | $15,283 | $2,928+421.9% | $3,961+285.8% | $4,212+262.9% |
| Admin fee / account holder | $4 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |