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 | $28,515 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,267 | $49,451+64.3% | $79,550+2.2% | $66,914+21.4% |
| Participation rate | 50.8% | 61.3%-10.6pp | 69.5%-18.7pp | 69.8%-19.0pp |
| Annual return | -15.61% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $420 | $1,266-66.8% | $2,413-82.6% | $2,544-83.5% |
| Participant deferral / active EE | $2,925 | $3,159-7.4% | $3,985-26.6% | $4,237-31.0% |
| Admin fee / account holder | $404 | $595-32.0% | $6,832-94.1% | $593-31.9% |