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 | $8,963 |
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 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 | $20,742 | $63,299-67.2% | $91,001-77.2% | $62,292-66.7% |
| Participation rate | 74.8% | 73.3%+1.5pp | 75.6%-0.8pp | 69.5%+5.3pp |
| Annual return | 22.21% | 20.99%+1.2pp | 4.60%+17.6pp | 28.90%-6.7pp |
| Employer contribution / active EE | $639 | $1,807-64.6% | $2,456-74.0% | $2,042-68.7% |
| Participant deferral / active EE | $3,358 | $2,943+14.1% | $3,547-5.3% | $3,169+6.0% |
| Admin fee / account holder | $71 | $468-84.9% | $5,417-98.7% | $479-85.3% |