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 | $17,953 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,196 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,466 | $98,750-26.6% | $149,696-51.6% | $79,858-9.3% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+17.0pp |
| Annual return | 14.48% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,187 | $5,680+44.1% | $6,842+19.7% | $3,740+118.9% |
| Admin fee / account holder | $148 | $6,053-97.6% | $9,309-98.4% | $5,306-97.2% |