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 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$139 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,294 | $84,936-57.3% | $111,297-67.4% | $79,386-54.3% |
| Participation rate | 74.1% | 75.9%-1.7pp | 77.3%-3.2pp | 70.7%+3.4pp |
| Annual return | 11.06% | 17.45%-6.4pp | 54.65%-43.6pp | 116.85%-105.8pp |
| Employer contribution / active EE | $464 | $1,979-76.5% | $2,731-83.0% | $2,427-80.9% |
| Participant deferral / active EE | $2,118 | $3,888-45.5% | $4,487-52.8% | $4,046-47.7% |
| Admin fee / account holder | $98 | $537-81.8% | $7,964-98.8% | $626-84.4% |