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 | $5,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,738 | $64,909+5.9% | $82,313-16.5% | $62,292+10.3% |
| Participation rate | 61.3% | 74.9%-13.6pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 14.71% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,620 | $1,676-3.3% | $2,428-33.3% | $2,042-20.7% |
| Participant deferral / active EE | $3,251 | $3,103+4.7% | $3,706-12.3% | $3,169+2.6% |
| Admin fee / account holder | $47 | $440-89.4% | $5,608-99.2% | $479-90.3% |