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 9-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 04-2675571 | Advisory (Plan) | $29,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,012 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,532 | $74,347-34.7% | $93,606-48.2% | $67,579-28.2% |
| Participation rate | 47.1% | 80.6%-33.5pp | 75.8%-28.7pp | 71.3%-24.2pp |
| Annual return | 19.35% | 28.07%-8.7pp | 32.76%-13.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,421 | $2,583-45.0% | $2,718-47.7% | $2,148-33.8% |
| Participant deferral / active EE | $2,347 | $4,060-42.2% | $4,069-42.3% | $3,539-33.7% |
| Admin fee / account holder | $219 | $123+78.9% | $7,888-97.2% | $142+54.2% |