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 5-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 27 · EIN 47-1411118 | Advisory (Plan) | $23,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,146 |
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 | $28,686 | $88,890-67.7% | $102,423-72.0% | $77,643-63.1% |
| Participation rate | 80.6% | 80.9%-0.3pp | 76.5%+4.1pp | 70.6%+10.0pp |
| Annual return | 14.79% | 24.98%-10.2pp | 29.32%-14.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,551 | $2,698-42.5% | $3,023-48.7% | $2,726-43.1% |
| Participant deferral / active EE | $2,981 | $5,145-42.1% | $5,053-41.0% | $4,647-35.9% |
| Admin fee / account holder | $100 | $235-57.7% | $9,451-98.9% | $430-76.9% |