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 | $7,193 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,434 | $44,221-31.2% | $121,196-74.9% | $56,287-45.9% |
| Participation rate | 31.1% | 61.1%-29.9pp | 71.7%-40.6pp | 69.9%-38.7pp |
| Annual return | -4.99% | -3.58%-1.4pp | 16.93%-21.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,007 | $2,521+19.3% | $3,344-10.1% | $3,350-10.2% |
| Admin fee / account holder | $105 | $480-78.2% | $5,019-97.9% | $521-79.9% |