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 | $29,066 |
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 | $24,806 | $100,801-75.4% | $149,696-83.4% | $73,409-66.2% |
| Participation rate | 85.4% | 77.7%+7.7pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 49.95% | 265.34%-215.4pp | 276.60%-226.6pp | 59.29%-9.3pp |
| Employer contribution / active EE | $1 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,883 | $6,404+23.1% | $6,842+15.2% | $3,805+107.1% |
| Admin fee / account holder | $69 | $181-61.9% | $9,309-99.3% | $158-56.4% |