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 35-0145825 | Loan Processing | $20,374 |
MUELLER PROST4+ years Service code 10 7733 FORSYTH BLVD · ST LOUIS, MO 63105 | Accounting | $9,533 |
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).
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 | $33,248 | $76,000-56.3% | $154,107-78.4% | $64,186-48.2% |
| Participation rate | 41.7% | 70.4%-28.7pp | 83.0%-41.4pp | 69.6%-27.9pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,105 | $3,175-65.2% | $5,081-78.2% | $3,470-68.2% |
| Admin fee / account holder | $94 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |