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 | $1,981 |
Service code 55 · EIN 13-2638166 | Other Commissions | $1,622 |
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 | $28,058 | $57,976-51.6% | $62,995-55.5% | $62,292-55.0% |
| Participation rate | 93.7% | 75.9%+17.7pp | 74.8%+18.9pp | 69.5%+24.1pp |
| Annual return | 16.30% | 17.54%-1.2pp | 87.57%-71.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,579 | $2,956-46.6% | $3,329-52.6% | $3,169-50.2% |
| Admin fee / account holder | $13 | $276-95.4% | $3,600-99.6% | $479-97.4% |