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 59-2937883 | Advisory (Plan) | $17,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,814 |
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 | $75,247 | $78,672-4.4% | $109,143-31.1% | $85,850-12.4% |
| Participation rate | 71.7% | 68.3%+3.5pp | 75.9%-4.1pp | 69.3%+2.4pp |
| Annual return | 9.74% | 25.09%-15.3pp | 25.75%-16.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $913 | $2,735-66.6% | $3,722-75.5% | $2,565-64.4% |
| Participant deferral / active EE | $5,146 | $3,467+48.4% | $4,653+10.6% | $3,952+30.2% |
| Admin fee / account holder | $290 | $5,469-94.7% | $6,752-95.7% | $6,260-95.4% |