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 10-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 | $965,179 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,372 | $140,769-83.4% | $167,512-86.0% | $140,769-83.4% |
| Participation rate | 70.0% | 74.2%-4.1pp | 77.1%-7.0pp | 74.2%-4.1pp |
| Annual return | 18.69% | 16.82%+1.9pp | 1615.79%-1597.1pp | 16.82%+1.9pp |
| Employer contribution / active EE | $0 | $3,906-100.0% | $3,882-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $1,852 | $6,717-72.4% | $6,405-71.1% | $6,717-72.4% |
| Admin fee / account holder | $35 | $229-84.6% | $9,769-99.6% | $229-84.6% |