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 27 · EIN 47-1186155 | Advisory (Plan) | $19,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,830 | $64,324-21.0% | $118,925-57.3% | $79,858-36.3% |
| Participation rate | 57.6% | 64.9%-7.3pp | 75.4%-17.8pp | 69.6%-12.1pp |
| Annual return | 15.27% | 86.45%-71.2pp | 35.88%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $921 | $1,836-49.9% | $3,263-71.8% | $2,471-62.7% |
| Participant deferral / active EE | $1,867 | $2,824-33.9% | $4,265-56.2% | $3,740-50.1% |
| Admin fee / account holder | $275 | $4,040-93.2% | $6,581-95.8% | $5,306-94.8% |