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 4-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 | $1,340 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,477 | $81,908-83.5% | $90,749-85.1% | $64,808-79.2% |
| Participation rate | 84.4% | 80.5%+3.9pp | 75.7%+8.7pp | 71.5%+13.0pp |
| Annual return | -7.86% | -12.53%+4.7pp | -12.16%+4.3pp | 32.82%-40.7pp |
| Employer contribution / active EE | $2,973 | $3,065-3.0% | $2,921+1.8% | $2,506+18.6% |
| Participant deferral / active EE | $6,675 | $4,840+37.9% | $4,564+46.2% | $4,310+54.9% |
| Admin fee / account holder | $7 | $157-95.7% | $8,445-99.9% | $188-96.4% |