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 | $12,383 |
Employer contribution per participant 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 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 | $6,004 | $47,456-87.3% | $172,739-96.5% | $77,787-92.3% |
| Participation rate | 77.8% | 66.3%+11.6pp | 82.6%-4.8pp | 73.2%+4.6pp |
| Annual return | 27.40% | 35.57%-8.2pp | 802.84%-775.4pp | 32.57%-5.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,804 | $2,560-29.5% | $5,198-65.3% | $3,967-54.5% |
| Admin fee / account holder | $11 | $81-86.7% | $13,954-99.9% | $100-89.2% |