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 | $1,100 |
Employer 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.
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 | $81,427 | $62,132+31.1% | $185,823-56.2% | $73,488+10.8% |
| Participation rate | 81.2% | 67.8%+13.3pp | 78.0%+3.1pp | 70.7%+10.5pp |
| Annual return | 26.50% | 20.44%+6.1pp | 35.95%-9.5pp | 28.51%-2.0pp |
| Employer contribution / active EE | $198 | $1,681-88.2% | $4,087-95.1% | $2,270-91.3% |
| Participant deferral / active EE | $4,238 | $3,711+14.2% | $5,632-24.8% | $3,740+13.3% |
| Admin fee / account holder | $28 | $419-93.2% | $9,500-99.7% | $513-94.5% |