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 | $45,098 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $24,810 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,939 | $101,523-15.4% | $141,162-39.1% | $77,787+10.5% |
| Participation rate | 38.2% | 77.4%-39.2pp | 82.5%-44.3pp | 73.2%-35.1pp |
| Annual return | 25.09% | 56.22%-31.1pp | 71.39%-46.3pp | 32.57%-7.5pp |
| Employer contribution / active EE | $452 | $3,341-86.5% | $4,735-90.4% | $2,504-81.9% |
| Participant deferral / active EE | $2,885 | $6,434-55.2% | $6,709-57.0% | $3,967-27.3% |
| Admin fee / account holder | $104 | $92+14.0% | $10,261-99.0% | $100+4.3% |