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 8-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 | $2,650 |
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 | $40,241 | $31,109+29.4% | $67,711-40.6% | $52,331-23.1% |
| Participation rate | 63.6% | 54.0%+9.7pp | 67.5%-3.9pp | 68.1%-4.5pp |
| Annual return | -0.96% | 23.70%-24.7pp | 25.41%-26.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $587 | $1,076-45.5% | $2,559-77.1% | $1,882-68.8% |
| Participant deferral / active EE | $2,965 | $1,970+50.5% | $3,585-17.3% | $3,022-1.9% |
| Admin fee / account holder | $28 | $466-93.9% | $4,255-99.3% | $592-95.2% |