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 4-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 | $1,406 |
Annual investment return 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 | $97,099 | $59,159+64.1% | $159,960-39.3% | $66,914+45.1% |
| Participation rate | 78.7% | 68.1%+10.6pp | 78.0%+0.7pp | 69.8%+8.9pp |
| Annual return | -18.61% | -12.26%-6.4pp | 408.60%-427.2pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,681 | $1,983+85.6% | $4,226-12.9% | $2,544+44.7% |
| Participant deferral / active EE | $5,708 | $4,395+29.9% | $6,182-7.7% | $4,237+34.7% |
| Admin fee / account holder | $6 | $591-99.0% | $8,698-99.9% | $593-99.0% |