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 37 · EIN 04-2647786 | Loan Processing | $18,958 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,573 | $111,608-86.0% | $177,821-91.2% | $73,409-78.8% |
| Participation rate | 83.3% | 87.9%-4.6pp | 87.7%-4.4pp | 72.2%+11.1pp |
| Annual return | 71.78% | 18.23%+53.6pp | 48.32%+23.5pp | 59.29%+12.5pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,070 | $6,199-18.2% | $7,714-34.3% | $3,805+33.2% |
| Admin fee / account holder | $54 | $166-67.2% | $12,427-99.6% | $158-65.6% |