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 | $1,157 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,882 | $64,612-58.4% | $86,436-68.9% | $64,808-58.5% |
| Participation rate | 91.8% | 81.5%+10.3pp | 80.3%+11.4pp | 71.5%+20.3pp |
| Annual return | 20.80% | 0.66%+20.1pp | 4394.89%-4374.1pp | 32.82%-12.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,456 | $7,497+26.1% | $6,952+36.0% | $4,310+119.4% |
| Admin fee / account holder | $15 | $169-91.2% | $6,731-99.8% | $188-92.1% |