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 | $16,091 |
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 | $43,905 | $80,177-45.2% | $123,892-64.6% | $57,658-23.9% |
| Participation rate | 68.8% | 74.4%-5.6pp | 81.4%-12.6pp | 70.2%-1.4pp |
| Annual return | 7.27% | 17.90%-10.6pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,163 | $2,913-60.1% | $4,617-74.8% | $1,974-41.1% |
| Participant deferral / active EE | $2,313 | $5,130-54.9% | $5,984-61.3% | $3,061-24.4% |
| Admin fee / account holder | $69 | $106-35.0% | $8,357-99.2% | $95-26.9% |