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 | $47,155 |
Service code 27 · EIN 33-0804608 | Advisory (Plan) | $42,512 |
Annual investment return 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 | $29,910 | $71,142-58.0% | $119,609-75.0% | $64,808-53.8% |
| Participation rate | 93.5% | 78.6%+14.9pp | 79.3%+14.3pp | 71.5%+22.1pp |
| Annual return | -17.81% | -10.01%-7.8pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,307 | $2,497-47.7% | $4,232-69.1% | $2,506-47.8% |
| Participant deferral / active EE | $5,077 | $4,490+13.1% | $5,602-9.4% | $4,310+17.8% |
| Admin fee / account holder | $232 | $162+43.3% | $10,323-97.7% | $188+23.7% |