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 55 · EIN 35-2552359 | Other Commissions | $9,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,265 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,772 | $85,766-59.5% | $136,294-74.5% | $70,131-50.4% |
| Participation rate | 84.1% | 74.2%+10.0pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 18.52% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,445 | $5,051+47.4% | $6,247+19.2% | $3,332+123.5% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |