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 | $1,243 |
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 | $43,390 | $101,499-57.3% | $147,005-70.5% | $74,546-41.8% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.4pp |
| Annual return | 49.36% | 8732.34%-8683.0pp | 418.76%-369.4pp | 1366.03%-1316.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,277 | $7,304+54.4% | $8,070+39.7% | $4,347+159.4% |
| Admin fee / account holder | $5 | $1,748-99.7% | $13,006-100.0% | $1,944-99.8% |