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 13-2638166 | Other Commissions | $7,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $23,674 | $91,517-74.1% | $101,248-76.6% | $73,409-67.8% |
| Participation rate | 52.1% | 73.8%-21.7pp | 75.8%-23.7pp | 72.2%-20.1pp |
| Annual return | 23.98% | 17.17%+6.8pp | 46.47%-22.5pp | 59.29%-35.3pp |
| Employer contribution / active EE | $659 | $2,877-77.1% | $3,660-82.0% | $2,234-70.5% |
| Participant deferral / active EE | $2,090 | $3,338-37.4% | $4,370-52.2% | $3,805-45.1% |
| Admin fee / account holder | $26 | $216-88.1% | $5,945-99.6% | $158-83.7% |