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 | $19,689 |
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 | $6,677 | $47,126-85.8% | $149,673-95.5% | $74,419-91.0% |
| Participation rate | 78.1% | 63.4%+14.7pp | 78.8%-0.6pp | 70.7%+7.4pp |
| Annual return | 18.67% | 22.75%-4.1pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $258 | $1,905-86.5% | $4,818-94.7% | $2,637-90.2% |
| Participant deferral / active EE | $1,651 | $2,728-39.5% | $5,680-70.9% | $4,528-63.5% |
| Admin fee / account holder | $37 | $343-89.3% | $13,210-99.7% | $348-89.4% |