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 | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $66,398 | $107,934-38.5% | $91,989-27.8% | $152,861-56.6% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.4%-26.9pp |
| Annual return | 19.57% | 89.24%-69.7pp | 69.02%-49.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,223 | $6,364+76.3% | $5,923+89.5% | $5,850+91.8% |
| Admin fee / account holder | $9 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |