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 9-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 04-2675571 | Advisory (Plan) | $33,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,274 | $85,135-53.9% | $98,907-60.3% | $73,409-46.5% |
| Participation rate | 34.9% | 81.1%-46.2pp | 76.0%-41.1pp | 72.2%-37.3pp |
| Annual return | 10.17% | 19.14%-9.0pp | 196.43%-186.3pp | 59.29%-49.1pp |
| Employer contribution / active EE | $934 | $2,721-65.7% | $2,689-65.3% | $2,234-58.2% |
| Participant deferral / active EE | $1,417 | $4,349-67.4% | $4,244-66.6% | $3,805-62.8% |
| Admin fee / account holder | $210 | $139+51.1% | $6,642-96.8% | $158+33.3% |