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 | $1,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,799 | $62,586-71.6% | $76,768-76.8% | $64,186-72.3% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+1.9pp | 69.6%+9.3pp |
| Annual return | -2.06% | -1.95%-0.1pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $422 | $1,832-77.0% | $2,485-83.0% | $2,381-82.3% |
| Participant deferral / active EE | $1,321 | $3,145-58.0% | $3,852-65.7% | $3,470-61.9% |
| Admin fee / account holder | $18 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |