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 | $18,276 |
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 | $28,261 | $140,190-79.8% | $115,756-75.6% | $77,904-63.7% |
| Participation rate | 82.1% | 81.0%+1.1pp | 77.1%+5.0pp | 73.7%+8.4pp |
| Annual return | -16.49% | -13.46%-3.0pp | 143.14%-159.6pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,204 | $3,169-62.0% | $3,793-68.3% | $2,848-57.7% |
| Participant deferral / active EE | $1,737 | $5,401-67.8% | $6,254-72.2% | $4,806-63.9% |
| Admin fee / account holder | $11 | $138-91.8% | $8,124-99.9% | $133-91.4% |