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 | $27,654 |
Service code 55 · EIN 26-4310632 | Other Commissions | $15,737 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,303 | $106,110-82.8% | $147,005-87.5% | $77,671-76.4% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 50.24% | 56.77%-6.5pp | 418.76%-368.5pp | 31.21%+19.0pp |
| Employer contribution / active EE | $1,235 | $4,065-69.6% | $4,934-75.0% | $2,726-54.7% |
| Participant deferral / active EE | $3,740 | $7,992-53.2% | $8,070-53.7% | $4,648-19.5% |
| Admin fee / account holder | $55 | $338-83.7% | $13,006-99.6% | $430-87.2% |