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 | $969 |
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 | $72,300 | $66,302+9.0% | $110,238-34.4% | $56,287+28.4% |
| Participation rate | 40.0% | 74.9%-34.9pp | 79.8%-39.8pp | 69.9%-29.9pp |
| Annual return | -4.98% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $39 | $2,047-98.1% | $3,826-99.0% | $2,111-98.1% |
| Participant deferral / active EE | $2,289 | $3,381-32.3% | $4,672-51.0% | $3,350-31.7% |
| Admin fee / account holder | $18 | $698-97.4% | $8,547-99.8% | $521-96.6% |