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 | $450 |
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 | $128,608 | $48,046+167.7% | $84,611+52.0% | $72,985+76.2% |
| Participation rate | 61.0% | 57.6%+3.4pp | 68.2%-7.3pp | 69.5%-8.5pp |
| Annual return | 20.59% | 37.38%-16.8pp | 258.74%-238.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $529 | $1,602-67.0% | $2,652-80.1% | $2,440-78.3% |
| Participant deferral / active EE | $2,465 | $2,680-8.0% | $3,899-36.8% | $3,607-31.7% |
| Admin fee / account holder | $7 | $3,395-99.8% | $4,912-99.9% | $5,124-99.9% |