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 | $15,905 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,942 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $83,692 | $89,652-6.6% | $141,162-40.7% | $65,185+28.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 24.44% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-4.9pp |
| Employer contribution / active EE | $649 | $3,065-78.8% | $4,735-86.3% | $2,177-70.2% |
| Participant deferral / active EE | $4,538 | $5,691-20.3% | $6,709-32.4% | $3,514+29.1% |
| Admin fee / account holder | $262 | $569-53.9% | $10,261-97.4% | $847-69.0% |