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 7-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 | $4,009 |
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 | $24,936 | $69,477-64.1% | $94,646-73.7% | $71,457-65.1% |
| Participation rate | 96.2% | 78.4%+17.7pp | 80.8%+15.3pp | 67.9%+28.3pp |
| Annual return | 69.01% | 29.66%+39.3pp | 156.71%-87.7pp | 28.85%+40.2pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,255 | $7,345+26.0% | $7,418+24.8% | $4,289+115.8% |
| Admin fee / account holder | $20 | $1,210-98.3% | $7,231-99.7% | $1,587-98.7% |