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 | $96,963 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,150 |
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 | $17,690 | $127,481-86.1% | $149,696-88.2% | $90,288-80.4% |
| Participation rate | 39.8% | 78.2%-38.4pp | 82.5%-42.7pp | 73.4%-33.6pp |
| Annual return | 38.37% | 57.78%-19.4pp | 276.60%-238.2pp | 53.97%-15.6pp |
| Employer contribution / active EE | $1,117 | $3,448-67.6% | $4,644-75.9% | $2,524-55.7% |
| Participant deferral / active EE | $2,123 | $6,975-69.6% | $6,842-69.0% | $4,232-49.8% |
| Admin fee / account holder | $91 | $152-40.1% | $9,309-99.0% | $114-20.4% |