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 | $3,659 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,316 | $46,745-28.7% | $60,547-45.0% | $52,331-36.3% |
| Participation rate | 28.3% | 58.6%-30.3pp | 68.0%-39.7pp | 68.1%-39.8pp |
| Annual return | 0.90% | 0.61%+0.3pp | 335.64%-334.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $121 | $1,259-90.4% | $2,419-95.0% | $1,882-93.5% |
| Participant deferral / active EE | $845 | $2,145-60.6% | $3,328-74.6% | $3,022-72.0% |
| Admin fee / account holder | $42 | $537-92.2% | $4,536-99.1% | $592-92.9% |