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 9-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 | $68,039 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,350 | $101,523-89.8% | $141,162-92.7% | $77,787-86.7% |
| Participation rate | 33.4% | 77.4%-44.0pp | 82.5%-49.1pp | 73.2%-39.8pp |
| Annual return | 118.38% | 56.22%+62.2pp | 71.39%+47.0pp | 32.57%+85.8pp |
| Employer contribution / active EE | $667 | $3,341-80.0% | $4,735-85.9% | $2,504-73.4% |
| Participant deferral / active EE | $1,268 | $6,434-80.3% | $6,709-81.1% | $3,967-68.0% |
| Admin fee / account holder | $57 | $92-37.9% | $10,261-99.4% | $100-43.2% |