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 9-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 | $1,950 |
Filed as: FIFTH THIRD SECURITIES INC Service code 61 | Finders' fees / placement fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,842 | $89,739-33.3% | $149,718-60.0% | $62,292-3.9% |
| Participation rate | 58.6% | 85.1%-26.5pp | 87.1%-28.4pp | 69.5%-10.9pp |
| Annual return | 13.66% | 21.01%-7.4pp | 1501.63%-1488.0pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,906 | $4,797+85.7% | $6,569+35.6% | $3,169+181.0% |
| Admin fee / account holder | $18 | $551-96.8% | $11,283-99.8% | $479-96.3% |