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 | $725 |
SECURITIES AMERICA INC3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,466 | $58,726+50.6% | $92,233-4.1% | $62,292+42.0% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 18.28% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $828 | $2,392-65.4% | $3,679-77.5% | $2,042-59.5% |
| Participant deferral / active EE | $2,766 | $2,7660% | $3,897-29.0% | $3,169-12.7% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |