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 | $52,080 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,938 |
Service code 10 · EIN 45-0491842 | Accounting | $14,000 |
Participant 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 | $13,236 | $119,446-88.9% | $150,045-91.2% | $85,563-84.5% |
| Participation rate | 88.9% | 75.4%+13.5pp | 82.3%+6.6pp | 66.0%+22.9pp |
| Annual return | 21.74% | 23.72%-2.0pp | 62.55%-40.8pp | 31.51%-9.8pp |
| Employer contribution / active EE | $1,568 | $4,078-61.6% | $4,693-66.6% | $2,654-40.9% |
| Participant deferral / active EE | $2,324 | $7,985-70.9% | $7,997-70.9% | $4,375-46.9% |
| Admin fee / account holder | $115 | $548-79.0% | $13,435-99.1% | $834-86.2% |