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 | $15,599 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,667 | $42,582-89.0% | $171,082-97.3% | $57,658-91.9% |
| Participation rate | 72.6% | 63.9%+8.7pp | 76.7%-4.1pp | 70.2%+2.4pp |
| Annual return | 87.64% | 308.67%-221.0pp | 32.56%+55.1pp | 5.13%+82.5pp |
| Employer contribution / active EE | $714 | $1,306-45.3% | $4,002-82.2% | $1,974-63.8% |
| Participant deferral / active EE | $1,789 | $2,933-39.0% | $4,797-62.7% | $3,061-41.5% |
| Admin fee / account holder | $33 | $82-60.1% | $8,520-99.6% | $95-65.3% |