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 | $11,897 |
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 | $29,225 | $49,915-41.4% | $154,803-81.1% | $74,304-60.7% |
| Participation rate | 92.2% | 54.0%+38.2pp | 78.1%+14.1pp | 60.3%+31.8pp |
| Annual return | 30.24% | 34.06%-3.8pp | 58.88%-28.6pp | 29.43%+0.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,017 | $2,255+255.6% | $5,540+44.7% | $3,767+112.8% |
| Admin fee / account holder | $36 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |