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 | $20,659 |
SECURITIES AMERICA INC1 year Service code 27 · EIN 47-0648506 | Advisory (Plan) | $7,803 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,105 | $64,286-28.3% | $90,951-49.3% | $73,409-37.2% |
| Participation rate | 34.9% | 63.6%-28.7pp | 69.0%-34.1pp | 72.2%-37.3pp |
| Annual return | 30.02% | 21.45%+8.6pp | 134.60%-104.6pp | 59.29%-29.3pp |
| Employer contribution / active EE | $67 | $895-92.5% | $2,122-96.8% | $2,234-97.0% |
| Participant deferral / active EE | $1,768 | $2,453-27.9% | $3,373-47.6% | $3,805-53.5% |
| Admin fee / account holder | $117 | $287-59.3% | $5,959-98.0% | $158-25.9% |