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 |
|---|---|---|
STABLE TWO FINANCIAL, LLC3+ years Service code 16 · EIN 26-4030951 | Consulting | $22,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,219 |
Employer contribution per participant 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 | $30,462 | $75,284-59.5% | $91,001-66.5% | $69,631-56.3% |
| Participation rate | 77.6% | 80.4%-2.8pp | 75.6%+2.0pp | 70.7%+6.9pp |
| Annual return | 14.31% | 48.40%-34.1pp | 4.60%+9.7pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $384 | $2,473-84.5% | $2,456-84.3% | $2,032-81.1% |
| Participant deferral / active EE | $3,080 | $3,700-16.8% | $3,547-13.2% | $3,224-4.5% |
| Admin fee / account holder | $62 | $111-44.2% | $5,417-98.9% | $110-44.1% |