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 55 · EIN 41-1486060 | Other Commissions | $34,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,131 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,113 | $62,267-64.5% | $110,238-79.9% | $55,725-60.3% |
| Participation rate | 91.3% | 78.1%+13.2pp | 79.8%+11.5pp | 70.9%+20.4pp |
| Annual return | -7.63% | -1.07%-6.6pp | 314.74%-322.4pp | 244.93%-252.6pp |
| Employer contribution / active EE | $637 | $1,941-67.2% | $3,826-83.3% | $2,078-69.3% |
| Participant deferral / active EE | $3,883 | $3,516+10.4% | $4,672-16.9% | $3,356+15.7% |
| Admin fee / account holder | $10 | $121-91.4% | $8,547-99.9% | $115-90.9% |