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 | $19,596 |
HAYASHI & WAYLAND1 year Service code 10 · EIN 20-1939256 | Accounting | $14,993 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $13,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,147 | $42,901+0.6% | $91,220-52.7% | $64,808-33.4% |
| Participation rate | 47.4% | 68.1%-20.7pp | 73.2%-25.8pp | 71.5%-24.0pp |
| Annual return | -15.39% | -13.53%-1.9pp | 114.01%-129.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,420 | $1,571-9.6% | $2,850-50.2% | $2,506-43.3% |
| Participant deferral / active EE | $2,991 | $3,501-14.6% | $4,234-29.3% | $4,310-30.6% |
| Admin fee / account holder | $79 | $131-40.0% | $5,420-98.5% | $188-58.1% |