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 | $6,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,305 | $83,477-68.5% | $125,175-79.0% | $72,985-64.0% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.0pp | 69.5%+7.3pp |
| Annual return | 15.95% | 25.78%-9.8pp | 43.79%-27.8pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,206 | $2,345-48.6% | $3,865-68.8% | $2,440-50.6% |
| Participant deferral / active EE | $2,144 | $3,585-40.2% | $4,937-56.6% | $3,607-40.6% |
| Admin fee / account holder | $76 | $5,517-98.6% | $9,702-99.2% | $5,124-98.5% |