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 | $16,170 |
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,613 | $60,396-80.8% | $111,392-89.6% | $56,287-79.4% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.9%+12.3pp | 69.9%+21.3pp |
| Annual return | -10.00% | 20.26%-30.3pp | -2.06%-7.9pp | -9.96%0pp |
| Employer contribution / active EE | $2,835 | $3,459-18.0% | $4,328-34.5% | $2,111+34.3% |
| Participant deferral / active EE | $3,882 | $4,421-12.2% | $5,567-30.3% | $3,350+15.9% |
| Admin fee / account holder | $96 | $610-84.3% | $12,266-99.2% | $521-81.6% |