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 |
|---|---|---|
HG&K LTD1+ years Service code 16 · EIN 41-1340072 | Consulting | $6,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
SECURITIES AMERICA INC1+ years Service code 61 · EIN 11-2551174 | 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.
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 | $77,347 | $50,464+53.3% | $75,781+2.1% | $52,331+47.8% |
| Participation rate | 48.5% | 66.8%-18.3pp | 75.8%-27.3pp | 68.1%-19.6pp |
| Annual return | -0.76% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,007 | $2,570-21.9% | $3,651-45.0% | $3,022-33.6% |
| Admin fee / account holder | $81 | $1,103-92.7% | $5,299-98.5% | $592-86.4% |