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 3-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 61-1758632 | Advisory (Plan) | $36,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,849 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,689 | $87,870-43.5% | $113,168-56.1% | $74,304-33.1% |
| Participation rate | 82.9% | 70.7%+12.2pp | 76.6%+6.4pp | 60.3%+22.6pp |
| Annual return | 18.24% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,422 | $4,241+98.6% | $5,107+64.9% | $3,767+123.6% |
| Admin fee / account holder | $121 | $3,368-96.4% | $12,068-99.0% | $2,969-95.9% |