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 | $21,237 |
Employer contribution per participant 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 | $5,929 | $46,292-87.2% | $143,757-95.9% | $64,808-90.9% |
| Participation rate | 80.3% | 64.2%+16.0pp | 80.3%0pp | 71.5%+8.8pp |
| Annual return | -15.49% | -10.05%-5.4pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $216 | $1,910-88.7% | $4,951-95.6% | $2,506-91.4% |
| Participant deferral / active EE | $1,339 | $2,646-49.4% | $5,637-76.3% | $4,310-68.9% |
| Admin fee / account holder | $42 | $154-72.4% | $14,673-99.7% | $188-77.4% |