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 54-1170635 | Advisory (Plan) | $7,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,399 | $56,423+15.9% | $77,163-15.2% | $71,457-8.5% |
| Participation rate | 67.4% | 64.3%+3.1pp | 69.6%-2.2pp | 67.9%-0.5pp |
| Annual return | 12.52% | 19.05%-6.5pp | 37.87%-25.4pp | 28.85%-16.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,138 | $3,142-31.9% | $3,833-44.2% | $4,289-50.1% |
| Admin fee / account holder | $87 | $1,429-93.9% | $5,472-98.4% | $1,587-94.5% |