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 | $10,793 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $9,574 | $78,781-87.8% | $100,516-90.5% | $73,409-87.0% |
| Participation rate | 74.2% | 80.0%-5.8pp | 79.4%-5.2pp | 72.2%+2.0pp |
| Annual return | 41.30% | 31.69%+9.6pp | 30.89%+10.4pp | 59.29%-18.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,987 | $6,537-69.6% | $6,270-68.3% | $3,805-47.8% |
| Admin fee / account holder | $41 | $145-72.0% | $8,081-99.5% | $158-74.2% |