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 9-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 38-1961943 | Other Commissions | $9,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,500 |
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 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 | $24,275 | $80,753-69.9% | $136,294-82.2% | $62,292-61.0% |
| Participation rate | 87.6% | 73.5%+14.1pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 30.90% | 35.83%-4.9pp | 5155.94%-5125.0pp | 28.90%+2.0pp |
| Employer contribution / active EE | $1,948 | $2,884-32.5% | $4,695-58.5% | $2,042-4.6% |
| Participant deferral / active EE | $5,557 | $5,164+7.6% | $6,247-11.0% | $3,169+75.4% |
| Admin fee / account holder | $60 | $525-88.7% | $9,243-99.4% | $479-87.6% |