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 | $12,117 |
Filed as: DESCHUTES INVESTMENT CONSULTING LL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $6,632 |
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 | $38,310 | $56,152-31.8% | $185,823-79.4% | $73,409-47.8% |
| Participation rate | 45.7% | 67.6%-21.8pp | 78.0%-32.3pp | 72.2%-26.5pp |
| Annual return | 14.68% | 17.59%-2.9pp | 35.95%-21.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $449 | $1,532-70.7% | $4,087-89.0% | $2,234-79.9% |
| Participant deferral / active EE | $1,561 | $3,659-57.3% | $5,632-72.3% | $3,805-59.0% |
| Admin fee / account holder | $163 | $132+23.3% | $9,500-98.3% | $158+3.1% |