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 | $11,703 |
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 | $103,495 | $53,925+91.9% | $75,670+36.8% | $69,631+48.6% |
| Participation rate | 12.9% | 71.2%-58.3pp | 72.3%-59.4pp | 70.7%-57.8pp |
| Annual return | 15.16% | 17.84%-2.7pp | 27.34%-12.2pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $385 | $1,802-78.6% | $2,352-83.6% | $2,032-81.0% |
| Participant deferral / active EE | $991 | $2,569-61.4% | $3,142-68.5% | $3,224-69.3% |
| Admin fee / account holder | $177 | $97+82.6% | $5,800-96.9% | $110+60.6% |