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 | $1,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,831 | $65,376+5.3% | $87,100-21.0% | $65,185+5.6% |
| Participation rate | 21.8% | 75.3%-53.5pp | 76.9%-55.1pp | 70.2%-48.4pp |
| Annual return | 17.48% | 31.27%-13.8pp | 28.19%-10.7pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,199 | $1,822-34.2% | $2,521-52.5% | $2,177-44.9% |
| Participant deferral / active EE | $1,584 | $3,388-53.3% | $4,049-60.9% | $3,514-54.9% |
| Admin fee / account holder | $47 | $520-91.0% | $7,497-99.4% | $847-94.5% |