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 | $19,035 |
Filed as: BANCO POPULAR Service code 49 · EIN 66-0561870 | Other Services | $15,615 |
Participant 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 | $101,688 | $63,442+60.3% | $68,791+47.8% | $66,914+52.0% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.1pp | 69.8%+26.4pp |
| Annual return | -18.63% | -8.29%-10.3pp | -6.38%-12.3pp | 1.58%-20.2pp |
| Employer contribution / active EE | $6,184 | $1,775+248.4% | $2,655+132.9% | $2,544+143.1% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $167 | $577-71.1% | $4,932-96.6% | $593-71.9% |