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 | $12,950 |
HORNOR TOWNSEND & KENT INC3+ years Service code 61 · EIN 23-1706189 | 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 | $56,420 | $81,537-30.8% | $149,718-62.3% | $69,631-19.0% |
| Participation rate | 65.5% | 86.1%-20.6pp | 87.1%-21.5pp | 70.7%-5.1pp |
| Annual return | 24.10% | 22.79%+1.3pp | 1501.63%-1477.5pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $2,440 | $3,239-24.7% | $5,445-55.2% | $2,032+20.1% |
| Participant deferral / active EE | $4,658 | $4,994-6.7% | $6,569-29.1% | $3,224+44.5% |
| Admin fee / account holder | $22 | $107-79.2% | $11,283-99.8% | $110-79.8% |