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 5-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 | $12,263 |
Service code 27 · EIN 20-8946974 | Advisory (Plan) | $5,057 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,529 | $44,960-74.4% | $84,966-86.4% | $74,495-84.5% |
| Participation rate | 81.7% | 49.4%+32.4pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 14.49% | 26.24%-11.7pp | 66.38%-51.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $338 | $1,457-76.8% | $2,727-87.6% | $2,623-87.1% |
| Participant deferral / active EE | $2,368 | $2,731-13.3% | $4,519-47.6% | $4,346-45.5% |
| Admin fee / account holder | $108 | $2,209-95.1% | $6,149-98.2% | $1,942-94.4% |