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 | $4,617 |
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 | $34,318 | $63,299-45.8% | $91,001-62.3% | $62,292-44.9% |
| Participation rate | 40.2% | 73.3%-33.2pp | 75.6%-35.4pp | 69.5%-29.4pp |
| Annual return | 16.53% | 20.99%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $515 | $1,807-71.5% | $2,456-79.0% | $2,042-74.8% |
| Participant deferral / active EE | $1,971 | $2,943-33.0% | $3,547-44.4% | $3,169-37.8% |
| Admin fee / account holder | $56 | $468-88.1% | $5,417-99.0% | $479-88.4% |