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 | $13,851 |
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 | $18,629 | $66,180-71.9% | $118,746-84.3% | $62,292-70.1% |
| Participation rate | 92.4% | 71.3%+21.1pp | 78.3%+14.1pp | 69.5%+22.8pp |
| Annual return | 27.87% | 60.89%-33.0pp | 24.54%+3.3pp | 28.90%-1.0pp |
| Employer contribution / active EE | $1,792 | $3,183-43.7% | $4,193-57.3% | $2,042-12.3% |
| Participant deferral / active EE | $2,748 | $4,247-35.3% | $5,332-48.5% | $3,169-13.3% |
| Admin fee / account holder | $133 | $753-82.4% | $10,720-98.8% | $479-72.4% |