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 | $8,975 |
HORNOR TOWNSEND & KENT INC2+ years Service code 61 · EIN 23-1706189 600 DRESHER RD STE C2C · HORSHAM, PA 19044 | Finders' fees / placement fees | $0 |
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 | $46,159 | $71,802-35.7% | $133,980-65.5% | $57,658-19.9% |
| Participation rate | 57.3% | 85.5%-28.2pp | 87.1%-29.8pp | 70.2%-12.9pp |
| Annual return | 10.26% | 13.51%-3.2pp | 29.30%-19.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $2,011 | $3,161-36.4% | $5,211-61.4% | $1,974+1.9% |
| Participant deferral / active EE | $3,845 | $4,606-16.5% | $6,282-38.8% | $3,061+25.6% |
| Admin fee / account holder | $17 | $88-80.5% | $9,324-99.8% | $95-81.9% |