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 37 · EIN 04-2647786 | Loan Processing | $3,558 |
Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,778 | $80,753+163.5% | $136,294+56.1% | $62,292+241.6% |
| Participation rate | 75.3% | 73.5%+1.8pp | 81.9%-6.6pp | 69.5%+5.8pp |
| Annual return | 16.25% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,837 | $5,164+90.5% | $6,247+57.5% | $3,169+210.4% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.0% |