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 | $4,038 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,899 | $73,638+87.3% | $95,952+43.7% | $73,488+87.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 77.1%-29.5pp | 70.7%-23.1pp |
| Annual return | 14.25% | 16.78%-2.5pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,804 | $3,617+32.8% | $4,167+15.3% | $3,740+28.5% |
| Admin fee / account holder | $48 | $482-90.1% | $6,795-99.3% | $513-90.7% |