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 41-1486060 | Advisory (Plan) | $19,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,645 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,814 | $66,302+32.4% | $110,238-20.3% | $56,287+56.0% |
| Participation rate | 48.0% | 74.9%-26.9pp | 79.8%-31.8pp | 69.9%-21.8pp |
| Annual return | -5.31% | -1.18%-4.1pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,691 | $3,381+9.2% | $4,672-21.0% | $3,350+10.2% |
| Admin fee / account holder | $426 | $698-39.1% | $8,547-95.0% | $521-18.3% |