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 | $21,140 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,487 | $84,784-38.1% | $98,439-46.7% | $74,419-29.5% |
| Participation rate | 95.7% | 81.5%+14.1pp | 75.2%+20.5pp | 70.7%+24.9pp |
| Annual return | 13.47% | 20.59%-7.1pp | 21.16%-7.7pp | 34.38%-20.9pp |
| Employer contribution / active EE | $3,079 | $3,364-8.5% | $3,048+1.0% | $2,637+16.7% |
| Participant deferral / active EE | $4,317 | $5,218-17.3% | $4,738-8.9% | $4,528-4.7% |
| Admin fee / account holder | $45 | $204-77.9% | $8,948-99.5% | $348-87.0% |