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 | $16,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $83,833 | $91,407-8.3% | $135,903-38.3% | $71,457+17.3% |
| Participation rate | 82.4% | 75.7%+6.8pp | 81.9%+0.5pp | 67.9%+14.5pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,958 | $7,092+12.2% | $7,758+2.6% | $4,289+85.6% |
| Admin fee / account holder | -$23 | $1,266-101.8% | $10,762-100.2% | $1,587-101.5% |