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 | $231 |
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 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 | $39,086 | $33,745+15.8% | $64,105-39.0% | $55,191-29.2% |
| Participation rate | 19.8% | 59.4%-39.5pp | 68.2%-48.4pp | 69.2%-49.4pp |
| Annual return | -0.97% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $988 | $1,929-48.8% | $2,822-65.0% | $3,046-67.6% |
| Admin fee / account holder | $3 | $94-96.8% | $4,499-99.9% | $91-96.7% |