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 37 · EIN 04-2647786 | Loan Processing | $3,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,167 | $36,767+47.3% | $81,478-33.5% | $62,292-13.0% |
| Participation rate | 35.9% | 54.4%-18.5pp | 68.0%-32.1pp | 69.5%-33.6pp |
| Annual return | 15.39% | 173.80%-158.4pp | 38.78%-23.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $549 | $1,128-51.3% | $2,568-78.6% | $2,042-73.1% |
| Participant deferral / active EE | $1,519 | $2,111-28.0% | $3,537-57.0% | $3,169-52.1% |
| Admin fee / account holder | $75 | $797-90.6% | $4,561-98.4% | $479-84.4% |