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 | $2,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,132 | $67,606-74.7% | $82,313-79.2% | $70,131-75.6% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 9.28% | 21.57%-12.3pp | 25.88%-16.6pp | 73.14%-63.9pp |
| Employer contribution / active EE | $427 | $1,755-75.7% | $2,428-82.4% | $2,342-81.8% |
| Participant deferral / active EE | $1,284 | $2,987-57.0% | $3,706-65.3% | $3,332-61.5% |
| Admin fee / account holder | $27 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |