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 10 · EIN 38-3082904 43455 SCHOENHERR RD · STERLING HEIGHTS, MI 48313 | Accounting | $11,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $349 |
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 | $65,153 | $46,732+39.4% | $156,549-58.4% | $55,167+18.1% |
| Participation rate | 42.0% | 65.8%-23.8pp | 84.0%-42.0pp | 69.0%-26.9pp |
| Annual return | 9.71% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,164 | $2,105-44.7% | $5,501-78.8% | $1,963-40.7% |
| Participant deferral / active EE | $2,586 | $2,204+17.3% | $4,871-46.9% | $3,054-15.3% |
| Admin fee / account holder | $148 | $418-64.6% | $13,027-98.9% | $504-70.6% |