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 | $37,635 |
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 | $9,181 | $65,292-85.9% | $71,671-87.2% | $77,958-88.2% |
| Participation rate | 87.6% | 67.4%+20.2pp | 68.7%+18.9pp | 71.6%+16.0pp |
| Annual return | 36.90% | 21.25%+15.6pp | 20.65%+16.3pp | 20.87%+16.0pp |
| Employer contribution / active EE | $1,370 | $2,085-34.3% | $2,460-44.3% | $2,310-40.7% |
| Participant deferral / active EE | $1,941 | $3,008-35.5% | $3,438-43.5% | $3,537-45.1% |
| Admin fee / account holder | $27 | $84-68.4% | $5,558-99.5% | $97-72.6% |