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 | $18,929 |
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).
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 | $35,189 | $148,970-76.4% | $136,007-74.1% | $199,593-82.4% |
| Participation rate | 89.4% | 79.4%+10.1pp | 76.5%+13.0pp | 72.0%+17.5pp |
| Annual return | 16.07% | 27.07%-11.0pp | 579.32%-563.2pp | 34.25%-18.2pp |
| Employer contribution / active EE | $1,845 | $3,561-48.2% | $4,217-56.3% | $3,034-39.2% |
| Participant deferral / active EE | $2,385 | $6,140-61.2% | $7,025-66.0% | $5,087-53.1% |
| Admin fee / account holder | $11 | $144-92.3% | $6,858-99.8% | $269-95.9% |