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 | $8,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,578 | $80,177-36.9% | $123,892-59.2% | $57,658-12.3% |
| Participation rate | 68.9% | 74.4%-5.5pp | 81.4%-12.5pp | 70.2%-1.3pp |
| Annual return | 10.05% | 17.90%-7.9pp | 47.52%-37.5pp | 5.13%+4.9pp |
| Employer contribution / active EE | $3,738 | $2,913+28.3% | $4,617-19.0% | $1,974+89.4% |
| Participant deferral / active EE | $5,063 | $5,130-1.3% | $5,984-15.4% | $3,061+65.4% |
| Admin fee / account holder | $14 | $106-86.9% | $8,357-99.8% | $95-85.3% |