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 27 · EIN 43-1451524 | Advisory (Plan) | $26,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,268 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,099 | $93,571-10.1% | $135,903-38.1% | $75,163+11.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 16.92% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $209 | $3,537-94.1% | $4,856-95.7% | $2,670-92.2% |
| Participant deferral / active EE | $10,074 | $6,404+57.3% | $7,758+29.9% | $4,125+144.2% |
| Admin fee / account holder | $285 | $6,975-95.9% | $10,762-97.3% | $5,651-95.0% |