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 | $6,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,106 | $54,320-66.7% | $67,652-73.2% | $52,331-65.4% |
| Participation rate | 87.0% | 73.6%+13.4pp | 75.7%+11.4pp | 68.1%+18.9pp |
| Annual return | 2.13% | 6.81%-4.7pp | 6625.04%-6622.9pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,783 | $1,544+15.5% | $2,266-21.3% | $1,882-5.3% |
| Participant deferral / active EE | $2,164 | $2,950-26.6% | $3,560-39.2% | $3,022-28.4% |
| Admin fee / account holder | $26 | $527-95.1% | $4,821-99.5% | $592-95.6% |