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 | $4,481 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,090 | $79,519-65.9% | $95,952-71.8% | $73,409-63.1% |
| Participation rate | 69.5% | 81.2%-11.7pp | 77.1%-7.6pp | 72.2%-2.7pp |
| Annual return | -4.04% | 19.20%-23.2pp | 91.61%-95.7pp | 59.29%-63.3pp |
| Employer contribution / active EE | $781 | $2,048-61.8% | $2,541-69.2% | $2,234-65.0% |
| Participant deferral / active EE | $2,062 | $4,138-50.2% | $4,167-50.5% | $3,805-45.8% |
| Admin fee / account holder | $15 | $184-91.6% | $6,795-99.8% | $158-90.2% |