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 | $13,656 |
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 | $57,682 | $79,519-27.5% | $95,952-39.9% | $73,409-21.4% |
| Participation rate | 92.9% | 81.2%+11.8pp | 77.1%+15.9pp | 72.2%+20.8pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $523 | $2,048-74.5% | $2,541-79.4% | $2,234-76.6% |
| Participant deferral / active EE | $2,692 | $4,138-35.0% | $4,167-35.4% | $3,805-29.3% |
| Admin fee / account holder | $25 | $184-86.6% | $6,795-99.6% | $158-84.4% |