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 | $1,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,502 | $64,119-63.3% | $112,228-79.1% | $66,914-64.9% |
| Participation rate | 56.8% | 68.5%-11.7pp | 75.1%-18.3pp | 69.8%-13.0pp |
| Annual return | -17.38% | -13.81%-3.6pp | 27.45%-44.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,846 | $3,005-38.6% | $3,635-49.2% | $2,544-27.5% |
| Participant deferral / active EE | $3,953 | $3,693+7.0% | $4,728-16.4% | $4,237-6.7% |
| Admin fee / account holder | $88 | $625-85.9% | $6,410-98.6% | $593-85.2% |