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 10-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 80-0833114 | Advisory (Plan) | $20,949 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,336 |
Annual investment return 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 | $75,973 | $57,281+32.6% | $86,612-12.3% | $75,163+1.1% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 10.73% | 2670.75%-2660.0pp | 591.07%-580.3pp | 160.62%-149.9pp |
| Employer contribution / active EE | $5,691 | $2,314+145.9% | $3,022+88.3% | $2,670+113.2% |
| Participant deferral / active EE | $9,012 | $3,318+171.6% | $4,438+103.1% | $4,125+118.5% |
| Admin fee / account holder | $268 | $4,112-93.5% | $5,614-95.2% | $5,651-95.3% |