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 | $550 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $150 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,562 | $51,466-9.5% | $78,778-40.9% | $62,292-25.3% |
| Participation rate | 49.7% | 59.8%-10.1pp | 69.2%-19.5pp | 69.5%-19.8pp |
| Annual return | 15.60% | 19.96%-4.4pp | 35.62%-20.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,297 | $2,147-39.6% | $2,958-56.2% | $3,169-59.1% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.6% |