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 | $2,849 |
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 | $26,748 | $69,010-61.2% | $159,960-83.3% | $68,494-60.9% |
| Participation rate | 92.2% | 65.4%+26.7pp | 78.0%+14.2pp | 67.9%+24.3pp |
| Annual return | -24.35% | -9.65%-14.7pp | 408.60%-433.0pp | -7.84%-16.5pp |
| Employer contribution / active EE | $6,427 | $2,213+190.4% | $4,226+52.1% | $2,596+147.5% |
| Participant deferral / active EE | $3,139 | $4,212-25.5% | $6,182-49.2% | $4,027-22.1% |
| Admin fee / account holder | $37 | $4,798-99.2% | $8,698-99.6% | $5,403-99.3% |