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 | $1,326 |
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 | $45,912 | $69,477-33.9% | $94,646-51.5% | $71,457-35.7% |
| Participation rate | 91.1% | 78.4%+12.6pp | 80.8%+10.3pp | 67.9%+23.2pp |
| Annual return | 27.44% | 29.66%-2.2pp | 156.71%-129.3pp | 28.85%-1.4pp |
| Employer contribution / active EE | $4 | $2,853-99.9% | $3,672-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $25,534 | $7,345+247.6% | $7,418+244.2% | $4,289+495.4% |
| Admin fee / account holder | $6 | $1,210-99.5% | $7,231-99.9% | $1,587-99.6% |