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 9-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 | $2,450 |
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 | $94,701 | $58,083+63.0% | $80,019+18.3% | $56,287+68.2% |
| Participation rate | 63.2% | 73.6%-10.4pp | 75.8%-12.6pp | 69.9%-6.6pp |
| Annual return | -5.54% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,533 | $1,932-20.7% | $2,468-37.9% | $2,111-27.4% |
| Participant deferral / active EE | $2,858 | $3,135-8.8% | $3,686-22.5% | $3,350-14.7% |
| Admin fee / account holder | $43 | $623-93.1% | $6,521-99.3% | $521-91.7% |