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 | $9,675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,540 | $58,320-83.6% | $86,436-89.0% | $66,914-85.7% |
| Participation rate | 72.0% | 78.6%-6.6pp | 80.3%-8.4pp | 69.8%+2.2pp |
| Annual return | -13.32% | -9.71%-3.6pp | 4394.89%-4408.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,726 | $6,899-46.0% | $6,952-46.4% | $4,237-12.0% |
| Admin fee / account holder | $42 | $546-92.2% | $6,731-99.4% | $593-92.9% |