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 | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $98,552 | $89,652+9.9% | $141,162-30.2% | $65,185+51.2% |
| Participation rate | 33.6% | 74.7%-41.1pp | 82.5%-48.9pp | 70.2%-36.6pp |
| Annual return | 26.12% | 32.79%-6.7pp | 71.39%-45.3pp | 29.38%-3.3pp |
| Employer contribution / active EE | $969 | $3,065-68.4% | $4,735-79.5% | $2,177-55.5% |
| Participant deferral / active EE | $1,798 | $5,691-68.4% | $6,709-73.2% | $3,514-48.8% |
| Admin fee / account holder | $68 | $569-88.0% | $10,261-99.3% | $847-91.9% |