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 27-3463733 | Advisory (Plan) | $18,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,113 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,825 | $65,061-35.7% | $143,757-70.9% | $66,914-37.5% |
| Participation rate | 61.0% | 65.2%-4.2pp | 80.3%-19.3pp | 69.8%-8.8pp |
| Annual return | -16.32% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,113 | $2,361-52.9% | $4,951-77.5% | $2,544-56.3% |
| Participant deferral / active EE | $2,708 | $2,919-7.2% | $5,637-52.0% | $4,237-36.1% |
| Admin fee / account holder | $275 | $502-45.1% | $14,673-98.1% | $593-53.6% |