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 38-2722519 | Advisory (Plan) | $58,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,046 |
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 | $139,584 | $101,317+37.8% | $146,958-5.0% | $74,495+87.4% |
| Participation rate | 82.3% | 75.5%+6.8pp | 82.2%+0.2pp | 67.2%+15.1pp |
| Annual return | 16.84% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $786 | $3,810-79.4% | $4,933-84.1% | $2,623-70.0% |
| Participant deferral / active EE | $9,232 | $7,303+26.4% | $8,070+14.4% | $4,346+112.4% |
| Admin fee / account holder | $243 | $1,739-86.0% | $12,998-98.1% | $1,942-87.5% |