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 | $3,185 |
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.
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 | $44,226 | $46,297-4.5% | $71,671-38.3% | $62,292-29.0% |
| Participation rate | 25.2% | 60.6%-35.4pp | 68.7%-43.5pp | 69.5%-44.3pp |
| Annual return | 15.19% | 22.32%-7.1pp | 20.65%-5.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $126 | $1,412-91.1% | $2,460-94.9% | $2,042-93.8% |
| Participant deferral / active EE | $925 | $2,235-58.6% | $3,438-73.1% | $3,169-70.8% |
| Admin fee / account holder | $95 | $461-79.4% | $5,558-98.3% | $479-80.2% |