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 | $106,609 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,898 | $95,388-76.0% | $125,339-81.7% | $77,904-70.6% |
| Participation rate | 58.0% | 78.6%-20.6pp | 82.4%-24.4pp | 73.7%-15.7pp |
| Annual return | -17.80% | 116.19%-134.0pp | 572.05%-589.9pp | 12.21%-30.0pp |
| Employer contribution / active EE | $2,348 | $3,666-36.0% | $4,814-51.2% | $2,848-17.6% |
| Participant deferral / active EE | $4,711 | $7,711-38.9% | $7,446-36.7% | $4,806-2.0% |
| Admin fee / account holder | $96 | $119-18.8% | $10,010-99.0% | $133-27.2% |