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 55 · EIN 38-2722519 | Other Commissions | $20,354 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,923 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,602 | $84,487+0.1% | $125,339-32.5% | $66,914+26.4% |
| Participation rate | 79.1% | 76.4%+2.7pp | 82.4%-3.3pp | 69.8%+9.3pp |
| Annual return | -17.82% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,952 | $6,781+2.5% | $7,446-6.6% | $4,237+64.1% |
| Admin fee / account holder | -$53 | $685-107.8% | $10,010-100.5% | $593-109.0% |