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 | $53,005 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
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 | $34,682 | $79,124-56.2% | $60,874-43.0% | $64,808-46.5% |
| Participation rate | 88.3% | 77.7%+10.6pp | 73.1%+15.2pp | 71.5%+16.8pp |
| Annual return | -17.09% | -7.13%-10.0pp | 16.90%-34.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,602 | $3,050-14.7% | $2,701-3.7% | $2,506+3.8% |
| Participant deferral / active EE | $5,146 | $3,725+38.1% | $3,817+34.8% | $4,310+19.4% |
| Admin fee / account holder | $150 | $106+42.4% | $3,224-95.3% | $188-19.9% |