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 37-1707957 | Advisory (Plan) | $17,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,615 | $52,639+30.3% | $185,117-62.9% | $62,292+10.2% |
| Participation rate | 42.6% | 63.9%-21.2pp | 77.3%-34.6pp | 69.5%-26.9pp |
| Annual return | 16.37% | 19.57%-3.2pp | 40.50%-24.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $824 | $1,483-44.4% | $4,182-80.3% | $2,042-59.7% |
| Participant deferral / active EE | $1,676 | $3,097-45.9% | $5,045-66.8% | $3,169-47.1% |
| Admin fee / account holder | $160 | $374-57.2% | $8,159-98.0% | $479-66.6% |