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 4-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 | $53,661 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,131 |
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 | $9,914 | $106,110-90.7% | $147,005-93.3% | $77,671-87.2% |
| Participation rate | 84.2% | 78.4%+5.8pp | 82.2%+2.1pp | 70.6%+13.6pp |
| Annual return | 14.01% | 56.77%-42.8pp | 418.76%-404.8pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,318 | $4,065-67.6% | $4,934-73.3% | $2,726-51.7% |
| Participant deferral / active EE | $2,005 | $7,992-74.9% | $8,070-75.2% | $4,648-56.9% |
| Admin fee / account holder | $91 | $338-73.1% | $13,006-99.3% | $430-78.9% |