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 37 · EIN 04-2647786 | Loan Processing | $47,274 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,040 |
Participant 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 | $15,241 | $72,254-78.9% | $86,677-82.4% | $64,808-76.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.6%+10.9pp | 71.5%+16.0pp |
| Annual return | -14.04% | 392.42%-406.5pp | 35.91%-50.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $863 | $2,393-63.9% | $2,836-69.6% | $2,506-65.6% |
| Participant deferral / active EE | $2,230 | $4,658-52.1% | $4,656-52.1% | $4,310-48.3% |
| Admin fee / account holder | $115 | $174-33.9% | $7,493-98.5% | $188-38.8% |