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 | $15,326 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $9,999 |
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 | $30,006 | $55,415-45.9% | $155,509-80.7% | $74,495-59.7% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.7pp | 67.2%+23.6pp |
| Annual return | 8.60% | 268.50%-259.9pp | 64.67%-56.1pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $763 | $2,267-66.3% | $4,672-83.7% | $2,623-70.9% |
| Participant deferral / active EE | $1,487 | $2,836-47.6% | $5,626-73.6% | $4,346-65.8% |
| Admin fee / account holder | $197 | $1,738-88.7% | $15,912-98.8% | $1,942-89.9% |