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 8-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 95-3845382 | Advisory (Plan) | $7,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,718 |
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 | $40,933 | $42,548-3.8% | $74,550-45.1% | $56,287-27.3% |
| Participation rate | 69.5% | 60.5%+9.1pp | 69.1%+0.4pp | 69.9%-0.3pp |
| Annual return | -4.54% | 12.40%-16.9pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,688 | $855+97.4% | $1,961-13.9% | $2,111-20.1% |
| Participant deferral / active EE | $4,675 | $2,277+105.3% | $3,108+50.4% | $3,350+39.6% |
| Admin fee / account holder | $134 | $467-71.2% | $5,060-97.3% | $521-74.2% |