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 | $2,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,861 | $48,313-48.5% | $73,307-66.1% | $52,331-52.5% |
| Participation rate | 66.1% | 68.6%-2.5pp | 74.9%-8.8pp | 68.1%-2.0pp |
| Annual return | 8.78% | 3.85%+4.9pp | 5.67%+3.1pp | 4.54%+4.2pp |
| Employer contribution / active EE | $1,434 | $1,661-13.7% | $3,237-55.7% | $1,882-23.8% |
| Participant deferral / active EE | $4,290 | $4,189+2.4% | $4,991-14.1% | $3,022+41.9% |
| Admin fee / account holder | $23 | $404-94.3% | $5,637-99.6% | $592-96.1% |