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 55 · EIN 26-4310632 | Other Commissions | $18,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,888 |
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 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 | $57,541 | $73,102-21.3% | $123,544-53.4% | $56,287+2.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.15% | 3.01%-10.2pp | 119.20%-126.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $3,941 | $2,977+32.4% | $4,628-14.8% | $2,111+86.7% |
| Participant deferral / active EE | $4,007 | $5,423-26.1% | $6,426-37.6% | $3,350+19.6% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |