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 | $2,758 |
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 | $60,323 | $65,435-7.8% | $86,677-30.4% | $66,914-9.9% |
| Participation rate | 80.2% | 75.5%+4.7pp | 76.6%+3.6pp | 69.8%+10.4pp |
| Annual return | -18.30% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,925 | $2,153-10.6% | $2,836-32.1% | $2,544-24.3% |
| Participant deferral / active EE | $3,752 | $4,100-8.5% | $4,656-19.4% | $4,237-11.4% |
| Admin fee / account holder | $32 | $642-95.0% | $7,493-99.6% | $593-94.6% |