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 | $6,060 |
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 | $28,824 | $63,745-54.8% | $98,442-70.7% | $79,386-63.7% |
| Participation rate | 97.5% | 69.9%+27.6pp | 73.3%+24.2pp | 70.7%+26.8pp |
| Annual return | -34.85% | 625.80%-660.6pp | 1492.73%-1527.6pp | 116.85%-151.7pp |
| Employer contribution / active EE | $2,350 | $2,557-8.1% | $2,960-20.6% | $2,427-3.2% |
| Participant deferral / active EE | $4,171 | $3,303+26.3% | $4,276-2.5% | $4,046+3.1% |
| Admin fee / account holder | $56 | $516-89.2% | $5,949-99.1% | $626-91.1% |